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
301
$1.25M 0.01%
86,600
+21,627
302
$1.25M 0.01%
9,467
+121
303
$1.23M 0.01%
125,700
+18,923
304
$1.21M 0.01%
15,672
+5,756
305
$1.21M 0.01%
24,730
-1,672
306
$1.2M 0.01%
38,277
-6,205
307
$1.19M 0.01%
20,688
+3,398
308
$1.19M 0.01%
33,636
+16,396
309
$1.18M 0.01%
18,425
-520
310
$1.17M 0.01%
29,678
-12,620
311
$1.17M 0.01%
15,151
-3,044
312
$1.16M 0.01%
93,050
-493
313
$1.16M 0.01%
5,032
-566
314
$1.13M 0.01%
25,308
+6,189
315
$1.12M 0.01%
11,247
+4,066
316
$1.12M 0.01%
36,466
+36,011
317
$1.1M 0.01%
21,716
-2,289
318
$1.09M 0.01%
33,648
-891
319
$1.09M 0.01%
11,124
-4,920
320
$1.08M 0.01%
7,313
-4,290
321
$1.08M 0.01%
13,611
-111
322
$1.08M 0.01%
19,145
+82
323
$1.06M 0.01%
11,589
+2
324
$1.06M 0.01%
16,195
-1,149
325
$1.05M 0.01%
8,230
-2,447
11 12
13
14 15