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
1601
$106K ﹤0.01%
3,445
+887
1602
$105K ﹤0.01%
1,981
1603
$105K ﹤0.01%
1,803
1604
$105K ﹤0.01%
2,772
-258
1605
$105K ﹤0.01%
4,146
+1,899
1606
$105K ﹤0.01%
815
+11
1607
$105K ﹤0.01%
14,482
+1,315
1608
$105K ﹤0.01%
1,596
+914
1609
$105K ﹤0.01%
292
1610
$105K ﹤0.01%
14,517
-5,450
1611
$104K ﹤0.01%
2,107
1612
$103K ﹤0.01%
6,773
-465
1613
$103K ﹤0.01%
2,187
-295
1614
$103K ﹤0.01%
4,027
+1,029
1615
$103K ﹤0.01%
5,146
1616
$102K ﹤0.01%
+121
1617
$102K ﹤0.01%
717
1618
$102K ﹤0.01%
+400
1619
$102K ﹤0.01%
774
+352
1620
$102K ﹤0.01%
1,731
-99
1621
$102K ﹤0.01%
1,664
-158
1622
$102K ﹤0.01%
1,708
1623
$101K ﹤0.01%
1,341
+242
1624
$101K ﹤0.01%
+450
1625
$101K ﹤0.01%
3,105
-4,048