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
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1 +$308M
2 +$162M
3 +$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1 +$9.26M
2 +$5.58M
3 +$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.48M

Sector Composition

1 Financials 2.34%
2 Technology 2.19%
3 Healthcare 2.13%
4 Industrials 1.75%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$12K ﹤0.01%
1,450
1602
$12K ﹤0.01%
241
+15
1603
$12K ﹤0.01%
259
1604
$12K ﹤0.01%
200
1605
$12K ﹤0.01%
+662
1606
$12K ﹤0.01%
121
+31
1607
$12K ﹤0.01%
+280
1608
$12K ﹤0.01%
1,000
1609
$12K ﹤0.01%
333
1610
$12K ﹤0.01%
29
+28
1611
$12K ﹤0.01%
237
-103
1612
$12K ﹤0.01%
680
-1,924
1613
$12K ﹤0.01%
312
-4
1614
$12K ﹤0.01%
1,000
1615
$12K ﹤0.01%
214
+130
1616
$12K ﹤0.01%
+95
1617
$12K ﹤0.01%
195
-130
1618
$12K ﹤0.01%
+414
1619
$12K ﹤0.01%
752
+195
1620
$12K ﹤0.01%
9
1621
$12K ﹤0.01%
+178
1622
$12K ﹤0.01%
669
+182
1623
$12K ﹤0.01%
+2,000
1624
$12K ﹤0.01%
674
1625
$12K ﹤0.01%
7
-9