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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.79M 0.04%
175,446
+149,831
202
$5.42M 0.03%
89,008
+87,814
203
$5.25M 0.03%
34,941
+31,123
204
$5.18M 0.03%
24,018
-763
205
$4.86M 0.03%
46,450
-507
206
$4.8M 0.03%
132,088
+2,557
207
$4.8M 0.03%
61,947
+6,268
208
$4.77M 0.03%
20,554
+20,220
209
$4.68M 0.03%
34,495
-4,007
210
$4.67M 0.03%
63,485
+46,628
211
$4.54M 0.03%
42,257
-18,709
212
$4.53M 0.03%
50,809
+4,456
213
$4.37M 0.03%
37,475
+2,202
214
$4.36M 0.03%
60,244
+4,461
215
$4.36M 0.03%
234,855
-24,942
216
$4.31M 0.03%
41,180
-17
217
$4.29M 0.03%
35,181
-300
218
$4.25M 0.03%
734,040
+191,480
219
$4.14M 0.03%
68,233
+26,336
220
$4.07M 0.02%
44,600
+4,353
221
$3.96M 0.02%
58,694
+4,073
222
$3.84M 0.02%
70,492
-4,502
223
$3.83M 0.02%
25,313
+2,708
224
$3.77M 0.02%
24,102
+113
225
$3.71M 0.02%
65,333
+957
7 8
9
10 11