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
201
$4.58M 0.03%
24,565
+1,558
202
$4.57M 0.03%
60,966
+24
203
$4.53M 0.03%
139,646
+5,433
204
$4.38M 0.03%
52,179
+3,666
205
$4.35M 0.03%
36,289
-1,028
206
$4.34M 0.03%
34,964
+454
207
$4.22M 0.03%
54,916
+6,228
208
$4.07M 0.03%
224,898
-33,336
209
$3.98M 0.03%
54,730
+2,752
210
$3.84M 0.03%
30,792
-165
211
$3.84M 0.03%
29,036
+2,740
212
$3.78M 0.03%
32,086
+517
213
$3.65M 0.03%
52,024
+20,255
214
$3.62M 0.03%
51,008
-9,709
215
$3.6M 0.03%
93,917
+302
216
$3.58M 0.03%
63,718
+4,381
217
$3.54M 0.03%
313,798
-69,837
218
$3.53M 0.03%
56,238
-1,653
219
$3.51M 0.03%
38,823
+1,676
220
$3.49M 0.02%
38,186
+8,556
221
$3.44M 0.02%
47,218
+1,421
222
$3.39M 0.02%
16,562
+2,343
223
$3.23M 0.02%
42,019
+729
224
$3.23M 0.02%
269,890
+11,652
225
$3.21M 0.02%
19,073
+1,214