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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.1M
3
+$14.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10.3M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.68M

Top Sells

1
+$13.7M
2
+$11.3M
3
+$6.58M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.69M
5
JPM icon
JPMorgan Chase
JPM
+$3.37M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.82%
3 Industrials 3.56%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.2M 0.05%
18,535
-350
202
$1.19M 0.05%
16,791
+2,651
203
$1.17M 0.05%
36,080
+7,450
204
$1.17M 0.05%
9,490
+175
205
$1.14M 0.05%
19,628
-1,555
206
$1.12M 0.05%
10,292
+245
207
$1.12M 0.05%
18,933
+18,716
208
$1.06M 0.04%
15,176
+1,682
209
$1.05M 0.04%
14,003
+2,337
210
$1.05M 0.04%
20,310
-1,504
211
$1.04M 0.04%
28,032
+3,798
212
$1.01M 0.04%
16,935
+1,907
213
$981K 0.04%
3,266
+151
214
$978K 0.04%
202
+28
215
$961K 0.04%
40,204
+9,548
216
$948K 0.04%
37,894
+596
217
$947K 0.04%
14,139
+1,395
218
$934K 0.04%
26,300
+2,420
219
$931K 0.04%
92,211
-56,288
220
$928K 0.04%
21,788
+1,142
221
$921K 0.04%
78,013
+914
222
$911K 0.04%
44
+1
223
$902K 0.04%
10,869
-480
224
$855K 0.04%
17,948
-1,575
225
$847K 0.04%
22,999
-19,046
7 8
9
10 11