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
1251
$34K ﹤0.01%
613
+347
1252
$34K ﹤0.01%
7,291
+1,972
1253
$34K ﹤0.01%
678
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1254
$34K ﹤0.01%
662
1255
$34K ﹤0.01%
1,794
1256
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733
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1257
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956
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2,912
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1259
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3,609
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1261
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3,093
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1262
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2,278
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$33K ﹤0.01%
3,201
-3,179
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300
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1,330
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666
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1269
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277
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1,100
1271
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486
1272
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667
1273
$33K ﹤0.01%
616
-5
1274
$32K ﹤0.01%
709
1275
$32K ﹤0.01%
335
+8