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
1926
$46K ﹤0.01%
1,000
1927
$46K ﹤0.01%
+1,878
1928
$45K ﹤0.01%
3,922
1929
$45K ﹤0.01%
358
-6
1930
$45K ﹤0.01%
1,463
+504
1931
$45K ﹤0.01%
255
-12
1932
$45K ﹤0.01%
1,443
+1,017
1933
$44K ﹤0.01%
1,073
+870
1934
$44K ﹤0.01%
2,595
-3,151
1935
$44K ﹤0.01%
1,000
1936
$44K ﹤0.01%
560
-78
1937
$44K ﹤0.01%
3,894
+2,000
1938
$44K ﹤0.01%
3,000
1939
$44K ﹤0.01%
262
+11
1940
$43K ﹤0.01%
281
+155
1941
$43K ﹤0.01%
1,553
-25
1942
$43K ﹤0.01%
1,231
-90
1943
$43K ﹤0.01%
1,450
-400
1944
$43K ﹤0.01%
8,766
+8,713
1945
$43K ﹤0.01%
+934
1946
$42K ﹤0.01%
840
-204
1947
$42K ﹤0.01%
2,839
1948
$42K ﹤0.01%
2,511
+3
1949
$42K ﹤0.01%
745
+445
1950
$42K ﹤0.01%
391
-3