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
1726
$11K ﹤0.01%
751
-500
1727
$11K ﹤0.01%
+1,465
1728
$11K ﹤0.01%
297
-42
1729
$11K ﹤0.01%
318
1730
$11K ﹤0.01%
348
-2,796
1731
$11K ﹤0.01%
662
1732
$11K ﹤0.01%
200
1733
$11K ﹤0.01%
201
1734
$11K ﹤0.01%
141
-312
1735
$11K ﹤0.01%
90
1736
$11K ﹤0.01%
102
-9
1737
$11K ﹤0.01%
78
+45
1738
$11K ﹤0.01%
803
1739
$11K ﹤0.01%
+4
1740
$11K ﹤0.01%
506
+4
1741
$11K ﹤0.01%
50
1742
$11K ﹤0.01%
2,950
1743
$10K ﹤0.01%
+404
1744
$10K ﹤0.01%
139
-93
1745
$10K ﹤0.01%
106
+47
1746
$10K ﹤0.01%
449
-242
1747
$10K ﹤0.01%
+998
1748
$10K ﹤0.01%
179
-57
1749
$10K ﹤0.01%
+1,528
1750
$10K ﹤0.01%
+620
68 69
70
71 72