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
1226
$37K ﹤0.01%
1,169
+1,035
1227
$37K ﹤0.01%
730
+364
1228
$37K ﹤0.01%
2,189
1229
$36K ﹤0.01%
995
+168
1230
$36K ﹤0.01%
726
+152
1231
$36K ﹤0.01%
892
-68
1232
$36K ﹤0.01%
942
1233
$36K ﹤0.01%
58
+8
1234
$36K ﹤0.01%
880
-1,903
1235
$36K ﹤0.01%
+566
1236
$36K ﹤0.01%
+737
1237
$36K ﹤0.01%
587
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1238
$36K ﹤0.01%
510
+173
1239
$36K ﹤0.01%
333
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1240
$36K ﹤0.01%
1,411
-155
1241
$36K ﹤0.01%
800
1242
$35K ﹤0.01%
1,017
+17
1243
$35K ﹤0.01%
280
1244
$35K ﹤0.01%
1,240
1245
$35K ﹤0.01%
344
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1246
$35K ﹤0.01%
819
+3
1247
$35K ﹤0.01%
593
-315
1248
$35K ﹤0.01%
547
+74
1249
$35K ﹤0.01%
317
+265
1250
$35K ﹤0.01%
2,800