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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5B 19.01%
16,758,340
+658,228
2
$1.96B 7.44%
23,199,225
+244,450
3
$1.85B 7.03%
116,119,586
-3,871,750
4
$1.54B 5.85%
39,845,425
+1,904,165
5
$1.39B 5.3%
34,639,647
+2,122,927
6
$1.32B 5.02%
4,450,283
+33,972
7
$1.12B 4.27%
27,336,052
-651,741
8
$809M 3.07%
10,387,197
+4,407,653
9
$544M 2.07%
11,089,882
+9,687,792
10
$376M 1.43%
7,167,711
-262,784
11
$374M 1.42%
1,978,602
-61,327
12
$347M 1.32%
5,410,940
+1,117,657
13
$341M 1.29%
4,216,136
-2,130,182
14
$335M 1.27%
3,590,697
+146,146
15
$294M 1.12%
5,488,099
+514,835
16
$278M 1.05%
2,432,810
+149,266
17
$274M 1.04%
3,741,923
+451,507
18
$258M 0.98%
4,232,098
+227,180
19
$192M 0.73%
1,699,564
+303,582
20
$173M 0.66%
2,656,462
-178,785
21
$163M 0.62%
1,510,591
-38,237
22
$162M 0.61%
2,887,820
-34,708
23
$160M 0.61%
3,255,106
+111,709
24
$145M 0.55%
864,495
+60,108
25
$129M 0.49%
925,770
+6,872
1
2 3 4 5