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
326
$1.04M 0.01%
6,032
-803
327
$1.03M 0.01%
6,632
-155
328
$1.03M 0.01%
22,352
+1,624
329
$1.03M 0.01%
31,142
+2,474
330
$1.03M 0.01%
8,652
-760
331
$1.02M 0.01%
13,173
-3,209
332
$1.02M 0.01%
22,895
-662
333
$1.01M 0.01%
16,040
+2,128
334
$1.01M 0.01%
23,580
-9,812
335
$1.01M 0.01%
34,724
+10,481
336
$1M 0.01%
75,113
-27,495
337
$999K 0.01%
18,111
-3,445
338
$999K 0.01%
8,297
+4,582
339
$993K 0.01%
72,112
-667
340
$990K 0.01%
8,339
-711
341
$986K 0.01%
25,936
+11,280
342
$984K 0.01%
6,360
+1,214
343
$974K 0.01%
41,337
+3,453
344
$971K 0.01%
11,255
-2,941
345
$952K 0.01%
19,173
+1,508
346
$951K 0.01%
55,668
+11,688
347
$947K 0.01%
6,159
-1,211
348
$946K 0.01%
11,892
-5,570
349
$937K 0.01%
344,000
+143,520
350
$932K 0.01%
11,215
+2,288
12 13
14
15 16