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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14.4M 0.05%
32,371
+497
152
$14.2M 0.05%
344,168
+21,025
153
$14.1M 0.05%
273,561
+151
154
$13.8M 0.05%
81,851
-94
155
$13.8M 0.05%
150,342
+55,980
156
$13.6M 0.05%
98,946
-2,730
157
$13.6M 0.05%
86,686
+12,288
158
$13.3M 0.05%
272,408
+193,446
159
$13.2M 0.05%
139,331
+26,829
160
$13M 0.05%
52,647
-984
161
$13M 0.05%
6,608
+115
162
$12.8M 0.05%
521,609
+38,309
163
$12.5M 0.05%
139,834
+1,055
164
$12.5M 0.05%
72,067
-3,364
165
$12.4M 0.05%
535,160
+143,680
166
$12.1M 0.05%
2,782,840
+34,360
167
$12M 0.05%
62,124
-154
168
$11.8M 0.04%
203,951
+33,737
169
$11.7M 0.04%
311,533
-68,011
170
$11.6M 0.04%
135,388
-14,973
171
$11.6M 0.04%
113,836
+9,308
172
$11.4M 0.04%
128,882
+12,009
173
$10.9M 0.04%
374,741
-22,474
174
$10.9M 0.04%
257,410
-1,855
175
$10.8M 0.04%
175,899
+11,835
5 6
7
8 9