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
1726
$20K ﹤0.01%
732
1727
$20K ﹤0.01%
+1,500
1728
$20K ﹤0.01%
828
-798
1729
$20K ﹤0.01%
236
1730
$20K ﹤0.01%
317
+11
1731
$20K ﹤0.01%
628
1732
$20K ﹤0.01%
1,393
1733
$20K ﹤0.01%
551
+79
1734
$20K ﹤0.01%
+1,512
1735
$19K ﹤0.01%
500
-222
1736
$19K ﹤0.01%
1,697
-287
1737
$19K ﹤0.01%
942
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1738
$19K ﹤0.01%
450
+4
1739
$19K ﹤0.01%
83
+73
1740
$19K ﹤0.01%
9,000
-500
1741
$19K ﹤0.01%
1,500
-2,883
1742
$19K ﹤0.01%
+72
1743
$19K ﹤0.01%
664
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1744
$19K ﹤0.01%
193
-131
1745
$19K ﹤0.01%
725
-1,381
1746
$19K ﹤0.01%
775
1747
$19K ﹤0.01%
+764
1748
$19K ﹤0.01%
1,666
+460
1749
$19K ﹤0.01%
916
1750
$19K ﹤0.01%
250
68 69
70
71 72