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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$55.5M 0.1%
138,372
+5,623
102
$55.2M 0.1%
1,300,518
+53,697
103
$55.1M 0.1%
378,776
+12,613
104
$55M 0.1%
2,971,016
+113,408
105
$53.4M 0.1%
519,251
+85,537
106
$52.3M 0.1%
1,029,423
+593,692
107
$51.7M 0.09%
89,729
+3,764
108
$51.5M 0.09%
385,208
+46,370
109
$50.2M 0.09%
588,067
+128,172
110
$49.7M 0.09%
485,117
+5,879
111
$49.5M 0.09%
624,910
-20,242
112
$47M 0.09%
56,058
+2,829
113
$46.6M 0.09%
832,736
+48,648
114
$46.3M 0.08%
770,257
+744,073
115
$46M 0.08%
80,443
+4,401
116
$45M 0.08%
309,697
+14,466
117
$44.9M 0.08%
298,425
+2,771
118
$44.9M 0.08%
442,381
+21,387
119
$44.7M 0.08%
444,243
-4,355
120
$44.1M 0.08%
207,978
+9,243
121
$43.6M 0.08%
395,220
+47,046
122
$43.4M 0.08%
503,647
-149,108
123
$42.9M 0.08%
521,092
+43,002
124
$42.5M 0.08%
233,279
+8,865
125
$42.1M 0.08%
565,145
+26,244