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
$3.86B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$29.8M
2
+$28M
3
+$19.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.9M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.4M

Top Sells

1
+$13.7M
2
+$11.5M
3
+$7.63M
4
M icon
Macy's
M
+$6.14M
5
DD
Du Pont De Nemours E I
DD
+$3.94M

Sector Composition

1 Healthcare 4.35%
2 Technology 3.78%
3 Financials 2.91%
4 Industrials 2.86%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$289M 7.5%
1,405,084
+144,998
2
$181M 4.7%
874,752
+74,146
3
$143M 3.7%
3,600,111
+477,894
4
$132M 3.43%
3,239,420
+336,470
5
$112M 2.91%
1,504,031
+149,019
6
$111M 2.89%
3,710,925
+317,900
7
$108M 2.81%
1,331,924
+240,036
8
$105M 2.71%
1,774,484
+156,120
9
$99M 2.57%
1,558,727
+131,017
10
$94.2M 2.44%
739,068
+35,754
11
$88.9M 2.31%
1,647,389
-1,774
12
$70.1M 1.82%
1,789,501
+206,151
13
$67.4M 1.75%
629,332
+58,364
14
$67.3M 1.75%
839,160
+68,603
15
$66.2M 1.72%
611,496
+63,207
16
$62.8M 1.63%
541,203
+30,203
17
$56.2M 1.46%
516,898
+257,168
18
$49.9M 1.29%
1,590,552
+181,412
19
$47.6M 1.23%
605,791
+12,570
20
$39.3M 1.02%
396,520
+16,173
21
$39.2M 1.02%
522,030
+58,333
22
$39M 1.01%
488,933
+68,977
23
$38.8M 1.01%
465,574
+35,668
24
$38.2M 0.99%
625,791
+44,081
25
$37.4M 0.97%
322,770
+32,878
1
2 3 4 5