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
$16.5B
AUM Growth
+$784M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,588
New
Increased
Reduced
Closed

Top Buys

1
+$174M
2
+$166M
3
+$86.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$39.8M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$34.7M

Top Sells

1
+$9.63M
2
+$8.5M
3
+$8.03M
4
CHDN icon
Churchill Downs
CHDN
+$7.97M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.39M

Sector Composition

1 Technology 2.29%
2 Financials 2.24%
3 Healthcare 1.88%
4 Industrials 1.61%
5 Consumer Discretionary 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.51B 15.26%
9,475,304
+97,263
2
$1.39B 8.42%
17,366,533
+2,072,414
3
$1.14B 6.9%
67,442,290
+10,314,960
4
$1.01B 6.1%
3,819,807
+66,009
5
$984M 5.97%
26,220,205
+2,313,815
6
$952M 5.77%
21,503,880
+553,609
7
$785M 4.76%
16,711,789
+847,391
8
$375M 2.28%
4,869,899
+147,502
9
$363M 2.2%
4,625,579
+363,070
10
$299M 1.81%
3,957,712
+117,391
11
$220M 1.34%
1,376,174
+118,919
12
$201M 1.22%
4,636,234
+701,587
13
$187M 1.14%
1,595,352
+16,273
14
$181M 1.1%
1,662,379
+49,781
15
$145M 0.88%
1,458,671
+80,948
16
$137M 0.83%
1,959,388
+46,029
17
$117M 0.71%
1,093,432
-89,757
18
$116M 0.7%
1,573,049
+134,989
19
$109M 0.66%
2,594,712
+92,228
20
$104M 0.63%
2,155,391
+68,705
21
$102M 0.62%
991,684
+53,115
22
$96.5M 0.59%
935,092
+4,923
23
$95.9M 0.58%
2,474,656
+167,620
24
$93.1M 0.57%
1,793,435
+87,587
25
$91.5M 0.56%
623,055
-13,287
1
2 3 4 5