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
1501
$22K ﹤0.01%
346
1502
$22K ﹤0.01%
446
-54
1503
$22K ﹤0.01%
1,152
-966
1504
$22K ﹤0.01%
1,807
-200
1505
$21K ﹤0.01%
1,780
+346
1506
$21K ﹤0.01%
409
1507
$21K ﹤0.01%
400
-100
1508
$21K ﹤0.01%
196
-39
1509
$21K ﹤0.01%
240
-17
1510
$21K ﹤0.01%
500
1511
$21K ﹤0.01%
208
-62
1512
$21K ﹤0.01%
628
1513
$21K ﹤0.01%
566
-90
1514
$21K ﹤0.01%
253
+17
1515
$21K ﹤0.01%
18
1516
$21K ﹤0.01%
+2,000
1517
$21K ﹤0.01%
248
+48
1518
$21K ﹤0.01%
1,320
+1,202
1519
$21K ﹤0.01%
50
1520
$21K ﹤0.01%
784
1521
$21K ﹤0.01%
2,176
-701
1522
$21K ﹤0.01%
2,768
+40
1523
$20K ﹤0.01%
420
-11,447
1524
$20K ﹤0.01%
481
1525
$20K ﹤0.01%
+1,300
59 60
61
62 63