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
251
$2.14M 0.02%
23,612
-8,924
252
$2.1M 0.02%
31,285
-900
253
$2.02M 0.02%
38,295
-1,046
254
$2.01M 0.02%
61,196
+2,114
255
$1.98M 0.02%
40,194
-3,198
256
$1.98M 0.02%
141,367
-3,694
257
$1.92M 0.02%
45,898
+36,887
258
$1.88M 0.02%
36,499
-496
259
$1.83M 0.02%
117,272
+39,699
260
$1.77M 0.02%
58,955
+3,661
261
$1.77M 0.02%
14,767
-1,679
262
$1.76M 0.02%
133,916
+75,389
263
$1.67M 0.02%
49,280
-878
264
$1.66M 0.02%
121,268
+3,789
265
$1.65M 0.02%
39,249
-618
266
$1.62M 0.01%
18,388
+322
267
$1.61M 0.01%
19,959
+3,988
268
$1.61M 0.01%
9,740
-422
269
$1.6M 0.01%
29,662
+17,531
270
$1.59M 0.01%
11,639
-595
271
$1.56M 0.01%
179,061
+7,936
272
$1.54M 0.01%
17,550
-6,493
273
$1.52M 0.01%
30,919
-1,958
274
$1.49M 0.01%
111,573
+8,306
275
$1.48M 0.01%
111,378
+36,783
9 10
11
12 13