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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$135K ﹤0.01%
6,274
1502
$134K ﹤0.01%
2,823
1503
$134K ﹤0.01%
12,355
+3,363
1504
$134K ﹤0.01%
16,647
1505
$133K ﹤0.01%
2,704
+55
1506
$132K ﹤0.01%
1,744
-28
1507
$132K ﹤0.01%
8,807
+3,950
1508
$132K ﹤0.01%
2,814
+682
1509
$132K ﹤0.01%
4,453
+1,223
1510
$132K ﹤0.01%
1,014
1511
$131K ﹤0.01%
2,138
-227
1512
$131K ﹤0.01%
744
+55
1513
$131K ﹤0.01%
3,678
+701
1514
$130K ﹤0.01%
8,151
+683
1515
$130K ﹤0.01%
11,654
+3,947
1516
$130K ﹤0.01%
5,328
+81
1517
$129K ﹤0.01%
4,299
+209
1518
$129K ﹤0.01%
772
-158
1519
$129K ﹤0.01%
1,516
+53
1520
$128K ﹤0.01%
4,451
-860
1521
$128K ﹤0.01%
4,801
-933
1522
$128K ﹤0.01%
5,552
1523
$128K ﹤0.01%
817
+151
1524
$128K ﹤0.01%
797
-21
1525
$127K ﹤0.01%
2,728
+170