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
1701
$12K ﹤0.01%
197
1702
$12K ﹤0.01%
237
+25
1703
$12K ﹤0.01%
684
1704
$12K ﹤0.01%
180
1705
$12K ﹤0.01%
266
1706
$12K ﹤0.01%
+212
1707
$12K ﹤0.01%
252
+94
1708
$12K ﹤0.01%
798
+637
1709
$12K ﹤0.01%
176
-124
1710
$12K ﹤0.01%
9
1711
$12K ﹤0.01%
453
+90
1712
$12K ﹤0.01%
+684
1713
$12K ﹤0.01%
700
1714
$12K ﹤0.01%
191
+95
1715
$12K ﹤0.01%
1,177
+800
1716
$12K ﹤0.01%
4,202
+1,558
1717
$12K ﹤0.01%
674
1718
$12K ﹤0.01%
221
+141
1719
$12K ﹤0.01%
300
+69
1720
$12K ﹤0.01%
1,000
1721
$12K ﹤0.01%
387
-563
1722
$12K ﹤0.01%
525
-300
1723
$11K ﹤0.01%
200
-225
1724
$11K ﹤0.01%
961
+96
1725
$11K ﹤0.01%
725
67 68
69
70 71