Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1 +$308M
2 +$162M
3 +$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1 +$9.26M
2 +$5.58M
3 +$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.48M

Sector Composition

1 Financials 2.34%
2 Technology 2.19%
3 Healthcare 2.13%
4 Industrials 1.75%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$15.6M 0.11%
169,072
+3,338
102
$15.5M 0.11%
286,452
+7,978
103
$15.5M 0.11%
173,624
+27,266
104
$15.2M 0.11%
279,287
+17,877
105
$15.2M 0.11%
262,126
+6,157
106
$15.1M 0.11%
313,920
+13,180
107
$14.6M 0.1%
107,733
-1,404
108
$14.2M 0.1%
183,464
+11,150
109
$14.1M 0.1%
202,766
-739
110
$14M 0.1%
133,316
+3,459
111
$14M 0.1%
156,358
+5,650
112
$13.9M 0.1%
261,315
+10,231
113
$13.7M 0.1%
218,087
+24,161
114
$13.5M 0.1%
1,351,878
+320,478
115
$13.3M 0.1%
275,433
-4,706
116
$13.3M 0.1%
89,316
+5,466
117
$13.3M 0.1%
7,281
+1,927
118
$12.8M 0.09%
105,683
+8,277
119
$12.7M 0.09%
244,710
+1,965
120
$12.5M 0.09%
220,212
-5,558
121
$12.4M 0.09%
150,830
+5,906
122
$12.3M 0.09%
188,228
+6,396
123
$12.3M 0.09%
165,634
+1,240
124
$12.2M 0.09%
255,250
+56,071
125
$12.2M 0.09%
54,110
-16,741