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
126
$3.29M 0.14%
33,215
+27,430
127
$3.27M 0.14%
39,893
+3,452
128
$3.26M 0.14%
46,483
-1,127
129
$3.17M 0.13%
5,910
-3,939
130
$3.15M 0.13%
28,236
+2,221
131
$3.11M 0.13%
180,809
+4,043
132
$3.07M 0.13%
37,075
+1,464
133
$3.03M 0.13%
22,438
+18,732
134
$3.01M 0.13%
23,984
+1,214
135
$2.96M 0.12%
81,491
+8,179
136
$2.9M 0.12%
72,565
+9,619
137
$2.9M 0.12%
89,576
+11,608
138
$2.84M 0.12%
24,876
+1,371
139
$2.75M 0.12%
58,418
+5,337
140
$2.74M 0.11%
63,083
+52,455
141
$2.71M 0.11%
52,151
-1,149
142
$2.68M 0.11%
47,240
+9,640
143
$2.65M 0.11%
8,443
+6,311
144
$2.62M 0.11%
48,339
+3,684
145
$2.6M 0.11%
26,169
+503
146
$2.57M 0.11%
45,781
+2,784
147
$2.55M 0.11%
37,700
+3,050
148
$2.51M 0.1%
42,627
-1,813
149
$2.46M 0.1%
57,266
+7,184
150
$2.44M 0.1%
59,277
+10,008
4 5
6
7 8