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
276
$1.55M 0.02%
+115,981
277
$1.55M 0.02%
+18,066
278
$1.53M 0.02%
+37,270
279
$1.52M 0.02%
+14,402
280
$1.51M 0.02%
+50,158
281
$1.49M 0.02%
+20,825
282
$1.49M 0.02%
+37,725
283
$1.46M 0.02%
+10,162
284
$1.44M 0.02%
+39,897
285
$1.42M 0.02%
16,044
+13,371
286
$1.41M 0.02%
+33,392
287
$1.41M 0.02%
19,767
+15,694
288
$1.39M 0.02%
+8,164
289
$1.38M 0.01%
+18,195
290
$1.37M 0.01%
+34,653
291
$1.35M 0.01%
+17,462
292
$1.34M 0.01%
+103,267
293
$1.34M 0.01%
5,598
+3,697
294
$1.33M 0.01%
+108,331
295
$1.33M 0.01%
+102,608
296
$1.32M 0.01%
10,677
+7,452
297
$1.32M 0.01%
+171,125
298
$1.32M 0.01%
+44,482
299
$1.3M 0.01%
+14,932
300
$1.3M 0.01%
+70,340
10 11
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