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
1501
-26
1502
-530
1503
-105
1504
-20
1505
-30
1506
-532
1507
-1,828
1508
-4
1509
-33
1510
-250
1511
-300
1512
$0 ﹤0.01%
33
1513
-1,400
1514
-208
1515
-14
1516
-250
1517
-210
1518
-451
1519
-369
1520
-35
1521
-80
1522
-20
1523
-86
1524
$0 ﹤0.01%
+60
1525
-2,082