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
$3.57B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,057
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.7M
3
+$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12.6M

Top Sells

1
+$8.25M
2
+$7.33M
3
+$6.62M
4
DHR icon
Danaher
DHR
+$4.49M
5
VTV icon
Vanguard Value ETF
VTV
+$3.5M

Sector Composition

1 Technology 4.36%
2 Healthcare 4.18%
3 Industrials 3.11%
4 Consumer Staples 2.92%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1551
– –
-1,200
1552
– –
-40
1553
– –
-20
1554
– –
-2,250
1555
– –
-228
1556
– –
-80
1557
– –
-18
1558
– –
-13
1559
– –
-94
1560
– –
-273
1561
– –
-250
1562
– –
-500
1563
$0 ﹤0.01%
3
+2
1564
– –
-143
1565
– –
-460
1566
– –
-90
1567
– –
-1,600
1568
– –
-1
1569
$0 ﹤0.01%
+4
1570
– –
-2,100
1571
– –
-390
1572
– –
-312
1573
– –
-35
1574
– –
-200
1575
– –
-534
61 62
63
64 65