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
251
$2.1M 0.02%
77,558
+70,064
252
$2.08M 0.02%
+24,043
253
$2.07M 0.02%
+30,904
254
$2.07M 0.02%
+210,154
255
$2.04M 0.02%
+41,580
256
$2.03M 0.02%
+32,185
257
$1.94M 0.02%
+145,061
258
$1.94M 0.02%
59,082
+10,363
259
$1.92M 0.02%
16,446
+13,938
260
$1.83M 0.02%
+192,387
261
$1.81M 0.02%
+36,995
262
$1.79M 0.02%
+32,877
263
$1.77M 0.02%
+55,294
264
$1.77M 0.02%
43,392
+32,222
265
$1.7M 0.02%
+191,526
266
$1.7M 0.02%
+112,659
267
$1.65M 0.02%
27,045
+15,517
268
$1.64M 0.02%
+39,867
269
$1.64M 0.02%
+117,479
270
$1.63M 0.02%
+11,603
271
$1.62M 0.02%
+12,234
272
$1.59M 0.02%
42,298
+36,438
273
$1.58M 0.02%
+81,518
274
$1.57M 0.02%
+71,586
275
$1.55M 0.02%
21,556
+17,062
9 10
11
12 13