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
276
$1.46M 0.01%
12,014
-2,388
277
$1.46M 0.01%
45,360
-27,440
278
$1.45M 0.01%
77,761
-3,757
279
$1.45M 0.01%
118,750
+10,419
280
$1.45M 0.01%
35,835
-55,085
281
$1.44M 0.01%
27,616
+5,370
282
$1.43M 0.01%
33,165
-1,488
283
$1.42M 0.01%
34,878
-2,847
284
$1.41M 0.01%
95,133
-74,424
285
$1.4M 0.01%
11,787
+6,336
286
$1.4M 0.01%
21,477
+2,168
287
$1.38M 0.01%
103,571
-12,410
288
$1.37M 0.01%
40,004
+107
289
$1.37M 0.01%
23,279
-3,766
290
$1.36M 0.01%
17,469
+5,638
291
$1.35M 0.01%
18,533
+1,931
292
$1.33M 0.01%
115,520
+46,668
293
$1.31M 0.01%
22,726
+8,798
294
$1.3M 0.01%
7,495
-669
295
$1.28M 0.01%
25,347
+18,289
296
$1.27M 0.01%
24,085
+23,187
297
$1.26M 0.01%
61,625
+60,490
298
$1.25M 0.01%
27,534
+27,294
299
$1.25M 0.01%
67,260
+795
300
$1.25M 0.01%
14,379
-553
10 11
12
13 14