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
201
$18.2M 0.03%
399,340
+12,482
202
$18M 0.03%
266,059
+208,552
203
$18M 0.03%
342,845
+10,557
204
$17.7M 0.03%
332,870
+9,915
205
$17.6M 0.03%
221,005
-123,345
206
$17.4M 0.03%
528,922
+114,004
207
$17.1M 0.03%
201,439
+9,492
208
$16.7M 0.03%
191,683
+16,395
209
$16.6M 0.03%
62,688
+2,016
210
$16.6M 0.03%
71,883
+1,351
211
$16.6M 0.03%
65,135
-4,986
212
$16.5M 0.03%
84,808
+4,510
213
$16.3M 0.03%
55,593
-1,645
214
$16M 0.03%
200,586
+101,940
215
$15.8M 0.03%
462,236
+457,211
216
$15.8M 0.03%
201,616
+23,569
217
$15.6M 0.03%
175,558
+1,864
218
$15.4M 0.03%
196,215
+9,178
219
$15.4M 0.03%
119,354
+8,617
220
$15M 0.03%
310,290
+15,390
221
$14.9M 0.03%
63,284
+57,866
222
$14.8M 0.03%
230,295
+14,284
223
$14.8M 0.03%
333,534
+16,594
224
$14.6M 0.03%
92,769
+3,748
225
$14.6M 0.03%
114,248
+8,568
7 8
9
10 11