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
1976
– –
-500
1977
– –
-132
1978
– –
-146
1979
$0 ﹤0.01%
+6
1980
– –
-26
1981
– –
-89
1982
– –
-176
1983
– –
-130
1984
– –
-105
1985
– –
-47
1986
$0 ﹤0.01%
+10
1987
– –
-260
1988
– –
-31
1989
– –
-202
1990
– –
-75
1991
– –
-45
1992
– –
-113
1993
$0 ﹤0.01%
+4
1994
– –
-136
1995
– –
-247
1996
– –
-1,115
1997
– –
-33
1998
– –
-122
1999
– –
-38
2000
– –
-154
78 79
80
81 82