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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$17M 0.1%
329,700
+7,060
102
$16.8M 0.1%
276,503
+2,980
103
$16.7M 0.1%
200,174
+23,965
104
$16.7M 0.1%
355,455
+9,985
105
$16.1M 0.1%
290,062
+21,424
106
$16.1M 0.1%
598,611
+27,261
107
$16M 0.1%
321,400
+44,593
108
$15.9M 0.1%
464,243
+19,147
109
$15.8M 0.1%
157,300
+2,709
110
$15.5M 0.09%
227,358
+4,347
111
$15.3M 0.09%
293,906
+15,670
112
$15.2M 0.09%
278,874
+13,449
113
$15M 0.09%
119,478
+10,166
114
$14.8M 0.09%
170,436
+4,282
115
$14.8M 0.09%
184,039
+2,951
116
$14.2M 0.09%
349,458
-195,996
117
$14.1M 0.09%
90,012
-2,549
118
$14.1M 0.09%
58,513
+4,201
119
$14M 0.08%
134,699
-24,181
120
$13.9M 0.08%
296,932
+21,835
121
$13.9M 0.08%
269,462
+8,424
122
$13.8M 0.08%
199,049
+7,642
123
$13.4M 0.08%
218,518
+12,078
124
$13.4M 0.08%
73,129
+10,556
125
$13.4M 0.08%
254,090
-23,938
3 4
5
6 7