Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+3.62%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$14B
AUM Growth
+$1.52B
(+12%)
Cap. Flow
+$1.09B
Cap. Flow
% of AUM
7.78%
Top 10 Holdings %
Top 10 Hldgs %
57.99%
Holding
2,404
New
345
Increased
931
Reduced
498
Closed
198
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$308M |
| 2 |
Vanguard Total Bond Market
BND
|
+$162M |
| 3 |
Schwab International Equity ETF
SCHF
|
+$140M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$65.8M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$51.9M |
Top Sells
| 1 |
iShares US Medical Devices ETF
IHI
|
+$9.26M |
| 2 |
Walt Disney
DIS
|
+$5.58M |
| 3 |
HSBC
HSBC
|
+$4.04M |
| 4 |
FedEx
FDX
|
+$3.78M |
| 5 |
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% |