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
2076
$28K ﹤0.01%
677
2077
$28K ﹤0.01%
493
2078
$28K ﹤0.01%
1,924
+175
2079
$28K ﹤0.01%
+692
2080
$28K ﹤0.01%
2,700
2081
$28K ﹤0.01%
435
2082
$28K ﹤0.01%
6,500
2083
$28K ﹤0.01%
1,143
-12
2084
$28K ﹤0.01%
635
+120
2085
$28K ﹤0.01%
+791
2086
$28K ﹤0.01%
+600
2087
$28K ﹤0.01%
1,430
-2,469
2088
$27K ﹤0.01%
294
2089
$27K ﹤0.01%
+1,200
2090
$27K ﹤0.01%
391
+95
2091
$27K ﹤0.01%
661
2092
$27K ﹤0.01%
227
2093
$27K ﹤0.01%
727
+554
2094
$27K ﹤0.01%
441
2095
$27K ﹤0.01%
239
-2,196
2096
$27K ﹤0.01%
5,929
-1,210
2097
$27K ﹤0.01%
3,453
-3,225
2098
$27K ﹤0.01%
750
+747
2099
$27K ﹤0.01%
3,900
2100
$27K ﹤0.01%
371
+271
82 83
84
85 86