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
1776
$70K ﹤0.01%
967
-125
1777
$70K ﹤0.01%
814
+300
1778
$70K ﹤0.01%
1,036
+463
1779
$69K ﹤0.01%
2,778
-573
1780
$69K ﹤0.01%
5,895
-242
1781
$69K ﹤0.01%
364
-1
1782
$69K ﹤0.01%
1,935
1783
$68K ﹤0.01%
581
-30
1784
$68K ﹤0.01%
6,732
-1,358
1785
$68K ﹤0.01%
1,044
+300
1786
$68K ﹤0.01%
2,012
+484
1787
$68K ﹤0.01%
908
1788
$68K ﹤0.01%
11,900
+645
1789
$67K ﹤0.01%
+2,200
1790
$67K ﹤0.01%
775
1791
$67K ﹤0.01%
6,544
+4,679
1792
$67K ﹤0.01%
4,182
-508
1793
$66K ﹤0.01%
1,149
-1,260
1794
$66K ﹤0.01%
3,971
1795
$66K ﹤0.01%
764
-44
1796
$65K ﹤0.01%
5,157
+921
1797
$65K ﹤0.01%
1,960
+13
1798
$65K ﹤0.01%
2,364
+17
1799
$65K ﹤0.01%
12,131
1800
$65K ﹤0.01%
48