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
$11B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$199M
3
+$148M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$116M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1
+$10.8M
2
+$8.22M
3
+$8.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.92M
5
WSM icon
Williams-Sonoma
WSM
+$6.39M

Sector Composition

1 Technology 2.4%
2 Healthcare 2.34%
3 Financials 2.31%
4 Industrials 1.8%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.93M 0.03%
26,187
+22
227
$2.93M 0.03%
101,408
+19,617
228
$2.9M 0.03%
56,004
-8,943
229
$2.9M 0.03%
57,901
-448
230
$2.8M 0.03%
46,764
+6,257
231
$2.77M 0.03%
23,018
+26
232
$2.75M 0.03%
88,320
+4,965
233
$2.74M 0.02%
26,788
-4,783
234
$2.67M 0.02%
17,671
-9,359
235
$2.67M 0.02%
45,193
-4,445
236
$2.65M 0.02%
15,775
-6,241
237
$2.64M 0.02%
17,616
+1,635
238
$2.62M 0.02%
120,245
+2,796
239
$2.54M 0.02%
98,767
+12,126
240
$2.53M 0.02%
35,766
+591
241
$2.51M 0.02%
48,588
-90,476
242
$2.48M 0.02%
58,484
-4,734
243
$2.46M 0.02%
33,235
+2,331
244
$2.4M 0.02%
29,886
+437
245
$2.35M 0.02%
17,752
-11,316
246
$2.34M 0.02%
46,302
+4,722
247
$2.26M 0.02%
224,992
+32,605
248
$2.26M 0.02%
12,064
-3,251
249
$2.17M 0.02%
206,539
-3,615
250
$2.16M 0.02%
78,126
+568
8 9
10
11 12