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
301
$1.23M 0.01%
+67,000
302
$1.23M 0.01%
+26,402
303
$1.23M 0.01%
+113,649
304
$1.21M 0.01%
+15,971
305
$1.21M 0.01%
+24,005
306
$1.21M 0.01%
+19,309
307
$1.2M 0.01%
+18,819
308
$1.2M 0.01%
18,945
+13,729
309
$1.2M 0.01%
+4,569
310
$1.19M 0.01%
+16,382
311
$1.19M 0.01%
+13,722
312
$1.18M 0.01%
+16,602
313
$1.18M 0.01%
+77,573
314
$1.17M 0.01%
+14,196
315
$1.17M 0.01%
+65,048
316
$1.16M 0.01%
+93,543
317
$1.13M 0.01%
+22,246
318
$1.12M 0.01%
+6,835
319
$1.12M 0.01%
+9,346
320
$1.11M 0.01%
+14,811
321
$1.1M 0.01%
+9,412
322
$1.1M 0.01%
+9,625
323
$1.09M 0.01%
+34,539
324
$1.08M 0.01%
+82,124
325
$1.07M 0.01%
+9,105
11 12
13
14 15