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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$24.5M 0.09%
402,520
+12,580
102
$24M 0.09%
184,047
+10,579
103
$23.8M 0.09%
378,743
+31,009
104
$23.8M 0.09%
610,796
-18,927
105
$23.7M 0.09%
693,044
+32,310
106
$23.3M 0.09%
289,601
+15,408
107
$22.2M 0.08%
803,410
+24,710
108
$21.7M 0.08%
314,642
+10,125
109
$21.7M 0.08%
434,211
+56,287
110
$21.5M 0.08%
408,986
+78,793
111
$21.4M 0.08%
231,931
+21,559
112
$20.8M 0.08%
294,709
+9,931
113
$20.7M 0.08%
188,195
-8,856
114
$20.6M 0.08%
392,511
-252
115
$20.3M 0.08%
227,530
+13,542
116
$20.3M 0.08%
335,698
+10,451
117
$19.8M 0.08%
71,791
+11,923
118
$19.7M 0.07%
153,933
+5,198
119
$19.6M 0.07%
116,989
+7,827
120
$19.5M 0.07%
362,213
+28,614
121
$19.3M 0.07%
205,771
+2,578
122
$19.1M 0.07%
333,081
-2,126
123
$18.8M 0.07%
345,212
+5,283
124
$18.6M 0.07%
63,692
-9,865
125
$18.4M 0.07%
155,257
-176
3 4
5
6 7