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
2126
$26K ﹤0.01%
6,650
+6,000
2127
$26K ﹤0.01%
1,877
+1,764
2128
$26K ﹤0.01%
100
2129
$25K ﹤0.01%
1,565
+273
2130
$25K ﹤0.01%
400
2131
$25K ﹤0.01%
2,316
2132
$25K ﹤0.01%
1,090
2133
$25K ﹤0.01%
1,500
2134
$25K ﹤0.01%
+1,162
2135
$25K ﹤0.01%
849
+183
2136
$25K ﹤0.01%
532
2137
$25K ﹤0.01%
756
2138
$25K ﹤0.01%
379
-2,069
2139
$25K ﹤0.01%
450
2140
$25K ﹤0.01%
297
+25
2141
$25K ﹤0.01%
792
+262
2142
$24K ﹤0.01%
249
+90
2143
$24K ﹤0.01%
834
-395
2144
$24K ﹤0.01%
59
+54
2145
$24K ﹤0.01%
477
2146
$24K ﹤0.01%
294
-84
2147
$24K ﹤0.01%
247
2148
$24K ﹤0.01%
115
+4
2149
$24K ﹤0.01%
+367
2150
$24K ﹤0.01%
113