Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+4.1%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$5.01B
AUM Growth
+$812M
(+19%)
Cap. Flow
+$670M
Cap. Flow
% of AUM
13.37%
Top 10 Holdings %
Top 10 Hldgs %
36.24%
Holding
2,065
New
328
Increased
684
Reduced
410
Closed
417
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$56.6M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$44M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$38.4M |
| 4 |
Vanguard Total World Stock ETF
VT
|
+$32.3M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$31M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$7.66M |
| 2 |
McKesson
MCK
|
+$6.99M |
| 3 |
Harley-Davidson
HOG
|
+$6.81M |
| 4 |
HCA Healthcare
HCA
|
+$6.34M |
| 5 |
Archer Daniels Midland
ADM
|
+$6.28M |
Sector Composition
| 1 | Healthcare | 3.93% |
| 2 | Technology | 3.35% |
| 3 | Financials | 3.08% |
| 4 | Consumer Discretionary | 2.81% |
| 5 | Industrials | 2.53% |
