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
1526
$20K ﹤0.01%
1,771
1527
$20K ﹤0.01%
1,560
-932
1528
$20K ﹤0.01%
1,000
1529
$20K ﹤0.01%
+297
1530
$20K ﹤0.01%
732
1531
$20K ﹤0.01%
964
1532
$20K ﹤0.01%
1,000
+938
1533
$20K ﹤0.01%
750
+664
1534
$20K ﹤0.01%
941
-143
1535
$20K ﹤0.01%
442
-6,732
1536
$20K ﹤0.01%
950
+389
1537
$20K ﹤0.01%
506
-450
1538
$20K ﹤0.01%
+628
1539
$20K ﹤0.01%
944
-2,056
1540
$20K ﹤0.01%
+682
1541
$20K ﹤0.01%
822
+50
1542
$20K ﹤0.01%
418
+266
1543
$20K ﹤0.01%
986
+8
1544
$20K ﹤0.01%
1,457
-133
1545
$20K ﹤0.01%
150
-82
1546
$20K ﹤0.01%
10,000
1547
$19K ﹤0.01%
+915
1548
$19K ﹤0.01%
1,210
+60
1549
$19K ﹤0.01%
1,738
1550
$19K ﹤0.01%
572
+3
60 61
62
63 64