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
$14B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,404
New
Increased
Reduced
Closed

Top Buys

1
+$308M
2
+$162M
3
+$140M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$65.8M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$51.9M

Top Sells

1
+$9.26M
2
+$5.58M
3
+$4.04M
4
FDX icon
FedEx
FDX
+$3.78M
5
VHT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$1K ﹤0.01%
+63
2102
$1K ﹤0.01%
1,008
-17,474
2103
$1K ﹤0.01%
209
2104
$1K ﹤0.01%
12
-4
2105
$1K ﹤0.01%
+70
2106
$1K ﹤0.01%
200
2107
$1K ﹤0.01%
99
2108
$1K ﹤0.01%
+40
2109
$1K ﹤0.01%
100
2110
$1K ﹤0.01%
200
2111
$1K ﹤0.01%
250
2112
$1K ﹤0.01%
+28
2113
$1K ﹤0.01%
80
2114
$1K ﹤0.01%
93
2115
$1K ﹤0.01%
+26
2116
$1K ﹤0.01%
242
2117
$1K ﹤0.01%
42
2118
$1K ﹤0.01%
56
-27
2119
$1K ﹤0.01%
+174
2120
$1K ﹤0.01%
55
-55
2121
$1K ﹤0.01%
+38
2122
$1K ﹤0.01%
37
2123
$1K ﹤0.01%
+1,500
2124
– –
-1
2125
– –
-1
83 84
85
86 87