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
$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
1
$2.04B 14.62%
8,080,356
+1,218,129
2
$1.07B 7.68%
13,094,945
+1,978,952
3
$920M 6.58%
3,662,624
+88,031
4
$888M 6.35%
20,459,847
+681,399
5
$789M 5.65%
47,151,678
+8,382,126
6
$782M 5.6%
21,860,510
+1,837,880
7
$645M 4.61%
14,798,510
+1,192,023
8
$340M 2.43%
4,575,287
+307,058
9
$314M 2.25%
3,776,328
+129,182
10
$309M 2.21%
3,874,943
+391,337
11
$184M 1.31%
1,513,768
+51,642
12
$178M 1.27%
1,224,553
+53,999
13
$172M 1.23%
1,552,338
+98,126
14
$144M 1.03%
3,316,373
+568,468
15
$130M 0.93%
1,894,965
+25,084
16
$127M 0.91%
1,324,708
+70,824
17
$118M 0.85%
1,079,762
+33,837
18
$96.1M 0.69%
1,352,868
+36,364
19
$96.1M 0.69%
2,492,944
+129,684
20
$96M 0.69%
1,963,731
+163,200
21
$92.3M 0.66%
925,043
+34,360
22
$92.1M 0.66%
864,854
+51,381
23
$89.9M 0.64%
642,971
-8,594
24
$84M 0.6%
2,163,838
+42,513
25
$82.9M 0.59%
1,645,923
+18,371
1
2 3 4 5