Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$170M 7.12%
904,829
+44,840
2
$151M 6.31%
806,665
+99,815
3
$74.6M 3.12%
1,056,032
+146,467
4
$68.3M 2.86%
1,682,588
+233,725
5
$68M 2.85%
1,012,494
+64,987
6
$67M 2.8%
1,624,274
+341,318
7
$66.9M 2.8%
1,135,538
+87,844
8
$57.9M 2.42%
509,482
+36,449
9
$57.6M 2.41%
2,096,365
+205,650
10
$49.2M 2.06%
606,112
+60,672
11
$47.8M 2%
455,782
+10,842
12
$42.8M 1.79%
534,190
+59,582
13
$42.8M 1.79%
1,096,097
+101,164
14
$39.6M 1.66%
526,716
+31,768
15
$29.2M 1.22%
332,964
+47,759
16
$28.1M 1.18%
360,226
+32,165
17
$27.3M 1.14%
271,493
+10,935
18
$26.6M 1.11%
451,036
-31,281
19
$26.4M 1.1%
235,643
+7,842
20
$26.1M 1.09%
356,097
+34,424
21
$24.8M 1.04%
1,291,892
+16,800
22
$24.5M 1.02%
249,386
+9,098
23
$24.2M 1.01%
439,752
+44,680
24
$22.7M 0.95%
90,457
+68,438
25
$22.5M 0.94%
233,656
+23,426
1
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