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
151
$9.32M 0.07%
109,786
+993
152
$9.17M 0.07%
53,081
+2,142
153
$9.07M 0.06%
124,152
+11,582
154
$8.88M 0.06%
175,817
+5,318
155
$8.76M 0.06%
87,310
+3,132
156
$8.71M 0.06%
180,716
+45,441
157
$8.51M 0.06%
326,694
+28,116
158
$8.31M 0.06%
218,117
-13,846
159
$8.01M 0.06%
156,887
+34,039
160
$7.7M 0.06%
82,416
+3,713
161
$7.6M 0.05%
299,941
-11,172
162
$7.57M 0.05%
134,948
+8,222
163
$7.5M 0.05%
58,612
+3,035
164
$7.47M 0.05%
53,471
+23,462
165
$7.46M 0.05%
67,141
+3,674
166
$7.44M 0.05%
139,414
+862
167
$7.35M 0.05%
84,949
+5,235
168
$7.31M 0.05%
40,834
+244
169
$7.21M 0.05%
183,398
+1,626
170
$7.21M 0.05%
97,362
+2,940
171
$7.21M 0.05%
51,966
-1,540
172
$7.14M 0.05%
88,119
+1,098
173
$7.13M 0.05%
22,982
+2,140
174
$6.77M 0.05%
63,172
-555
175
$6.77M 0.05%
51,212
+1,764