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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.42M 0.1%
101,142
+4,529
152
$2.32M 0.1%
23,832
-345
153
$2.31M 0.1%
53,960
+5,508
154
$2.27M 0.1%
144,641
+3,918
155
$2.23M 0.09%
113,432
+8,781
156
$2.21M 0.09%
24,569
-93
157
$2.14M 0.09%
34,708
-1,627
158
$2.13M 0.09%
48,106
-3,141
159
$2.09M 0.09%
52,799
-1,054
160
$2M 0.08%
158,280
-1,426
161
$2M 0.08%
167,339
+57,045
162
$2M 0.08%
18,719
+3,269
163
$1.99M 0.08%
271,081
+5,274
164
$1.99M 0.08%
18,811
+2,127
165
$1.95M 0.08%
20,818
+510
166
$1.94M 0.08%
152,123
+4,405
167
$1.9M 0.08%
47,617
+4,379
168
$1.86M 0.08%
23,818
+3,458
169
$1.85M 0.08%
20,925
-155
170
$1.84M 0.08%
25,910
+1,047
171
$1.83M 0.08%
23,212
+4,600
172
$1.8M 0.08%
33,500
-704
173
$1.77M 0.07%
14,347
+3,468
174
$1.68M 0.07%
16,680
+3,120
175
$1.63M 0.07%
34,537
-630
5 6
7
8 9