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
2051
$31K ﹤0.01%
1,668
2052
$31K ﹤0.01%
143
+48
2053
$31K ﹤0.01%
+1,250
2054
$30K ﹤0.01%
600
2055
$30K ﹤0.01%
659
-337
2056
$30K ﹤0.01%
355
+116
2057
$30K ﹤0.01%
282
2058
$30K ﹤0.01%
1,355
+435
2059
$30K ﹤0.01%
101
2060
$30K ﹤0.01%
251
2061
$30K ﹤0.01%
1,740
+395
2062
$29K ﹤0.01%
2,513
+114
2063
$29K ﹤0.01%
+685
2064
$29K ﹤0.01%
268
2065
$29K ﹤0.01%
300
2066
$29K ﹤0.01%
751
+61
2067
$29K ﹤0.01%
+2,695
2068
$29K ﹤0.01%
3,813
-608
2069
$29K ﹤0.01%
609
2070
$29K ﹤0.01%
364
-20
2071
$29K ﹤0.01%
207
+43
2072
$29K ﹤0.01%
852
2073
$29K ﹤0.01%
2,616
2074
$28K ﹤0.01%
294
2075
$28K ﹤0.01%
7,938
+6,994
81 82
83
84 85