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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$17.1M
3 +$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1 +$13.7M
2 +$11.3M
3 +$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
-9
1402
-160
1403
-980
1404
-500
1405
-867
1406
-300
1407
-13
1408
$0 ﹤0.01%
+78
1409
-432
1410
-24
1411
-265
1412
-1,381
1413
-435
1414
-182
1415
-13
1416
$0 ﹤0.01%
+42
1417
-4,206
1418
-104
1419
-40
1420
-714
1421
-94
1422
$0 ﹤0.01%
+16
1423
-504
1424
$0 ﹤0.01%
+21
1425
-153