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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.62M 0.07%
21,961
+2,549
177
$1.61M 0.07%
21,197
+5,184
178
$1.61M 0.07%
24,087
-2,249
179
$1.58M 0.07%
19,452
+1,302
180
$1.52M 0.06%
36,111
+1,125
181
$1.51M 0.06%
25,410
-968
182
$1.51M 0.06%
22,215
-849
183
$1.48M 0.06%
40,264
-7,286
184
$1.43M 0.06%
10,512
+110
185
$1.38M 0.06%
55,434
+4,557
186
$1.36M 0.06%
14,042
+660
187
$1.36M 0.06%
34,649
+528
188
$1.34M 0.06%
18,932
-2,337
189
$1.33M 0.06%
79,180
-5,700
190
$1.33M 0.06%
11,709
+49
191
$1.33M 0.06%
32,197
-8,425
192
$1.31M 0.05%
+24,318
193
$1.3M 0.05%
56,886
+12,636
194
$1.29M 0.05%
11,896
-1,745
195
$1.28M 0.05%
37,029
+1,204
196
$1.28M 0.05%
29,627
-1,135
197
$1.27M 0.05%
19,597
+1,789
198
$1.26M 0.05%
14,755
+612
199
$1.22M 0.05%
16,717
+430
200
$1.21M 0.05%
13,251
+1,272
6 7
8
9 10