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
326
$1.06M 0.01%
+17,344
327
$1.04M 0.01%
9,050
+2,620
328
$1.04M 0.01%
7,370
-1,556
329
$1.03M 0.01%
+23,557
330
$1.03M 0.01%
+19,063
331
$1.02M 0.01%
+14,190
332
$1.02M 0.01%
+106,777
333
$1.01M 0.01%
+11,096
334
$997K 0.01%
+11,587
335
$980K 0.01%
+14,438
336
$978K 0.01%
28,668
+2,076
337
$965K 0.01%
+26,324
338
$959K 0.01%
9,310
+6,964
339
$954K 0.01%
+13,359
340
$948K 0.01%
+74,595
341
$947K 0.01%
+66,465
342
$946K 0.01%
20,728
+14,377
343
$926K 0.01%
+68,613
344
$919K 0.01%
+17,290
345
$918K 0.01%
+64,973
346
$913K 0.01%
+6,787
347
$910K 0.01%
+37,884
348
$899K 0.01%
+19,119
349
$896K 0.01%
+11,831
350
$896K 0.01%
+12,560
12 13
14
15 16