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
$3.57B
AUM Growth
+$335M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,057
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$19.7M
3
+$16.3M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$14.9M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$12.6M

Top Sells

1
+$8.25M
2
+$7.33M
3
+$6.62M
4
DHR icon
Danaher
DHR
+$4.49M
5
VTV icon
Vanguard Value ETF
VTV
+$3.5M

Sector Composition

1 Technology 4.36%
2 Healthcare 4.18%
3 Industrials 3.11%
4 Consumer Staples 2.92%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$260M 7.28%
1,260,086
+78,861
2
$166M 4.65%
800,606
+11,228
3
$124M 3.48%
3,122,217
+304,027
4
$119M 3.32%
2,902,950
+364,777
5
$114M 3.2%
1,355,012
+50,937
6
$103M 2.89%
3,393,025
+334,380
7
$95.5M 2.67%
1,618,364
+129,702
8
$93.3M 2.61%
703,314
+95,145
9
$91.6M 2.56%
1,427,710
+31,442
10
$91M 2.55%
1,091,888
+140,040
11
$89.4M 2.5%
1,649,163
+362,709
12
$63.5M 1.78%
1,583,350
+190,602
13
$62M 1.74%
770,557
-3,403
14
$60.6M 1.7%
548,289
+286,098
15
$60.3M 1.69%
570,968
+64,714
16
$59.2M 1.66%
511,000
+15,210
17
$47.7M 1.34%
593,221
+21,412
18
$43.8M 1.23%
1,409,140
+40,788
19
$37.6M 1.05%
380,347
+13,895
20
$37.2M 1.04%
316,567
+30,137
21
$36.1M 1.01%
463,697
+9,733
22
$36M 1.01%
429,906
-41,863
23
$35.6M 1%
581,710
+107,150
24
$35.3M 0.99%
342,535
-16,362
25
$35.3M 0.99%
289,892
+19,208
1
2 3 4 5