Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.22B
AUM Growth
+$7.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,429
New
Increased
Reduced
Closed

Top Buys

1
+$787M
2
+$759M
3
+$527M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$408M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$378M

Top Sells

1
+$8.12M
2
+$6.47M
3
+$4.65M
4
EFX icon
Equifax
EFX
+$4.53M
5
SHW icon
Sherwin-Williams
SHW
+$3.16M

Sector Composition

1 Financials 2.71%
2 Technology 2.49%
3 Healthcare 2.48%
4 Industrials 2.16%
5 Consumer Discretionary 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.83M 0.03%
+26,165
227
$2.81M 0.03%
22,992
+18,869
228
$2.77M 0.03%
+42,327
229
$2.74M 0.03%
27,640
+24,705
230
$2.71M 0.03%
+23,463
231
$2.68M 0.03%
11
+8
232
$2.67M 0.03%
+15,315
233
$2.66M 0.03%
34,049
+6,589
234
$2.65M 0.03%
+15,981
235
$2.64M 0.03%
+142,095
236
$2.63M 0.03%
12,519
+4,195
237
$2.57M 0.03%
+63,218
238
$2.53M 0.03%
+55,365
239
$2.5M 0.03%
17,613
+14,947
240
$2.44M 0.03%
+169,557
241
$2.43M 0.03%
+117,449
242
$2.41M 0.03%
+40,507
243
$2.4M 0.03%
+83,355
244
$2.35M 0.03%
+35,175
245
$2.27M 0.02%
+81,791
246
$2.23M 0.02%
34,017
+2,727
247
$2.19M 0.02%
+86,641
248
$2.19M 0.02%
72,800
+65,624
249
$2.16M 0.02%
+29,449
250
$2.14M 0.02%
+39,341
8 9
10
11 12