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
1476
– –
-106
1477
– –
-389
1478
– –
-578
1479
– –
-238
1480
– –
-28
1481
– –
-33
1482
– –
-1
1483
– –
-45
1484
– –
-493
1485
– –
-9,490
1486
$0 ﹤0.01%
+2
1487
– –
-190
1488
– –
-4,970
1489
– –
-367
1490
– –
-500
1491
– –
-84
1492
– –
-39
1493
– –
-3
1494
– –
-57
1495
– –
-7,488
1496
– –
-28
1497
$0 ﹤0.01%
+1
1498
– –
-360
1499
– –
-100
1500
– –
-200
58 59
60
61 62