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
$3.57B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,057
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M
2 +$19.7M
3 +$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12.6M

Top Sells

1 +$8.25M
2 +$7.33M
3 +$6.62M
4
DHR icon
Danaher
DHR
+$4.49M
5
VTV icon
Vanguard Value ETF
VTV
+$3.5M

Sector Composition

1 Technology 4.36%
2 Healthcare 4.18%
3 Industrials 3.11%
4 Consumer Staples 2.92%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
-779
1802
-350
1803
$0 ﹤0.01%
5
-44
1804
-320
1805
-385
1806
-57
1807
-2
1808
-100
1809
-200
1810
-500
1811
-83
1812
-101
1813
-2,695
1814
-88
1815
-205
1816
-74
1817
-1,425
1818
-25
1819
-5
1820
-381
1821
-33
1822
$0 ﹤0.01%
+24
1823
-2
1824
-130
1825
-336