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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.3M 0.08%
165,831
+5,671
127
$13.1M 0.08%
211,196
+19,473
128
$13.1M 0.08%
226,218
+8,385
129
$13M 0.08%
172,186
+1,890
130
$13M 0.08%
6,237
-861
131
$12.8M 0.08%
247,071
+73,113
132
$12.7M 0.08%
212,026
+1,977
133
$12.7M 0.08%
174,069
+1,928
134
$12.6M 0.08%
133,352
+19,050
135
$12.5M 0.08%
711,654
+321,366
136
$12.4M 0.08%
288,674
-7,861
137
$12.3M 0.07%
446,117
+19,196
138
$12.2M 0.07%
189,320
+9,128
139
$12.1M 0.07%
182,622
-23,096
140
$12.1M 0.07%
264,200
+11,348
141
$12.1M 0.07%
139,020
+2,476
142
$11.8M 0.07%
101,639
+17,663
143
$11.8M 0.07%
109,643
+3,718
144
$11.5M 0.07%
104,208
+6,177
145
$11.3M 0.07%
72,589
+612
146
$11.2M 0.07%
213,432
-153,176
147
$11.1M 0.07%
213,318
-11,526
148
$11M 0.07%
51,911
+1,191
149
$11M 0.07%
252,151
-713
150
$10.9M 0.07%
135,557
+454
4 5
6
7 8