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
2351
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-210
2352
$0 ﹤0.01%
10
2353
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-450
2354
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-50
2355
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2356
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2357
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-1,974
2358
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-2,680
2359
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2360
$0 ﹤0.01%
+20
2361
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15
2363
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-3,800
2364
$0 ﹤0.01%
+5
2365
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2366
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-1,000
2367
$0 ﹤0.01%
4
2368
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-2,086
2369
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-8,900
2370
– –
-6,375
2371
– –
-100
2372
$0 ﹤0.01%
+5
2373
$0 ﹤0.01%
+8
2374
– –
-900
2375
– –
-220
92 93 94
95
96