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
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1 +$308M
2 +$162M
3 +$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1 +$9.26M
2 +$5.58M
3 +$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.48M

Sector Composition

1 Financials 2.34%
2 Technology 2.19%
3 Healthcare 2.13%
4 Industrials 1.75%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$6.76M 0.05%
+130,958
177
$6.71M 0.05%
290,999
+55,510
178
$6.67M 0.05%
104,701
+6,496
179
$6.5M 0.05%
63,965
+3,245
180
$6.42M 0.05%
43,998
+971
181
$6.32M 0.05%
73,920
+3,140
182
$6.3M 0.05%
47,772
+2,798
183
$6.27M 0.04%
123,555
+5,335
184
$5.98M 0.04%
47,974
+6,212
185
$5.92M 0.04%
137,750
+5,300
186
$5.92M 0.04%
38,761
-717
187
$5.88M 0.04%
113,544
+16,850
188
$5.88M 0.04%
73,584
+3,678
189
$5.85M 0.04%
221,684
+2,147
190
$5.8M 0.04%
9,753
+142
191
$5.76M 0.04%
63,968
-4,490
192
$5.67M 0.04%
312,450
+9,140
193
$5.62M 0.04%
38,065
+12,928
194
$5.52M 0.04%
178,853
+45,966
195
$5.49M 0.04%
135,923
+6,667
196
$5.45M 0.04%
326,511
+71,622
197
$5.22M 0.04%
48,730
-2,020
198
$5.04M 0.04%
100,780
-3,360
199
$4.99M 0.04%
122,648
-7,512
200
$4.8M 0.03%
39,940
-872