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
1751
$10K ﹤0.01%
489
+222
1752
$10K ﹤0.01%
137
+111
1753
$10K ﹤0.01%
260
1754
$10K ﹤0.01%
150
1755
$10K ﹤0.01%
352
1756
$10K ﹤0.01%
200
1757
$10K ﹤0.01%
237
1758
$10K ﹤0.01%
3,110
+610
1759
$10K ﹤0.01%
244
1760
$10K ﹤0.01%
268
1761
$10K ﹤0.01%
231
-107
1762
$10K ﹤0.01%
+165
1763
$10K ﹤0.01%
+359
1764
$10K ﹤0.01%
920
1765
$10K ﹤0.01%
280
1766
$10K ﹤0.01%
1,500
1767
$10K ﹤0.01%
+400
1768
$9K ﹤0.01%
+500
1769
$9K ﹤0.01%
3,150
1770
$9K ﹤0.01%
571
-286
1771
$9K ﹤0.01%
193
+3
1772
$9K ﹤0.01%
192
+13
1773
$9K ﹤0.01%
163
-15
1774
$9K ﹤0.01%
+4
1775
$9K ﹤0.01%
+1,500
69 70
71
72 73