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
126
$12.1M 0.09%
108,224
+4,358
127
$12M 0.09%
154,187
+6,482
128
$11.9M 0.08%
271,300
+10,905
129
$11.9M 0.08%
137,925
+54,084
130
$11.8M 0.08%
173,323
+6,393
131
$11.6M 0.08%
302,632
+209,707
132
$11.6M 0.08%
51,852
+5,873
133
$11.5M 0.08%
213,334
-58,319
134
$11.5M 0.08%
255,069
-460
135
$11.5M 0.08%
96,122
+3,507
136
$11.5M 0.08%
236,993
-5,661
137
$11.4M 0.08%
211,787
+18,382
138
$11.2M 0.08%
242,408
+60,815
139
$10.6M 0.08%
205,258
+8,420
140
$10.6M 0.08%
410,112
-22,552
141
$10.6M 0.08%
96,284
+4,160
142
$10.5M 0.07%
126,137
+3,342
143
$10.3M 0.07%
135,219
+5,350
144
$10.3M 0.07%
115,456
+6,859
145
$9.87M 0.07%
51,602
+1,663
146
$9.71M 0.07%
133,869
+3,961
147
$9.61M 0.07%
76,488
+20,439
148
$9.59M 0.07%
160,635
+2,849
149
$9.44M 0.07%
30,149
+1,954
150
$9.39M 0.07%
191,103
-4,115