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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2051
$2K ﹤0.01%
35
2052
$2K ﹤0.01%
24
2053
$2K ﹤0.01%
40
2054
$2K ﹤0.01%
64
2055
$2K ﹤0.01%
2,000
2056
$2K ﹤0.01%
174
2057
$2K ﹤0.01%
50
2058
$2K ﹤0.01%
+60
2059
– –
0
2060
$2K ﹤0.01%
42
2061
$2K ﹤0.01%
45
+5
2062
$2K ﹤0.01%
96
2063
$2K ﹤0.01%
+50
2064
$2K ﹤0.01%
8
-71
2065
$2K ﹤0.01%
+93
2066
$2K ﹤0.01%
88
-346
2067
$2K ﹤0.01%
27
2068
$2K ﹤0.01%
44
2069
$2K ﹤0.01%
208
+125
2070
$2K ﹤0.01%
24
2071
$2K ﹤0.01%
111
-164
2072
$2K ﹤0.01%
230
2073
$2K ﹤0.01%
854
2074
$2K ﹤0.01%
170
2075
$2K ﹤0.01%
520
+479
81 82
83
84 85