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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1 +$492M
2 +$205M
3 +$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1 +$33.9M
2 +$31.2M
3 +$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$79K ﹤0.01%
3,840
1727
$79K ﹤0.01%
9,087
1728
$79K ﹤0.01%
2,459
+2,259
1729
$79K ﹤0.01%
2,000
1730
$78K ﹤0.01%
+3,250
1731
$78K ﹤0.01%
5,633
+4,099
1732
$78K ﹤0.01%
+2,800
1733
$78K ﹤0.01%
1,271
-97
1734
$78K ﹤0.01%
1,782
-2,411
1735
$78K ﹤0.01%
2,854
-860
1736
$77K ﹤0.01%
1,163
1737
$77K ﹤0.01%
605
-480
1738
$77K ﹤0.01%
6,483
-1,943
1739
$77K ﹤0.01%
+2,742
1740
$77K ﹤0.01%
22,079
+4,250
1741
$77K ﹤0.01%
+24,820
1742
$77K ﹤0.01%
1,134
+134
1743
$77K ﹤0.01%
1,214
+20
1744
$76K ﹤0.01%
7,969
1745
$76K ﹤0.01%
+1,642
1746
$76K ﹤0.01%
3,549
+55
1747
$76K ﹤0.01%
3,443
-2,816
1748
$76K ﹤0.01%
888
+199
1749
$76K ﹤0.01%
2,671
+344
1750
$76K ﹤0.01%
2,191