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
351
$869K 0.01%
+12,599
352
$867K 0.01%
+8,319
353
$864K 0.01%
+17,304
354
$861K 0.01%
+4,154
355
$860K 0.01%
+64,579
356
$858K 0.01%
+27,159
357
$854K 0.01%
+6,668
358
$853K 0.01%
+10,896
359
$836K 0.01%
+17,190
360
$833K 0.01%
+72,779
361
$805K 0.01%
+5,146
362
$801K 0.01%
+57,629
363
$796K 0.01%
+43,980
364
$785K 0.01%
+3,377
365
$782K 0.01%
+4,339
366
$781K 0.01%
+68,852
367
$779K 0.01%
13,912
+9,298
368
$775K 0.01%
+13,928
369
$762K 0.01%
+17,122
370
$762K 0.01%
+14,823
371
$759K 0.01%
+58,527
372
$747K 0.01%
+7,886
373
$743K 0.01%
+17,102
374
$738K 0.01%
+13,867
375
$738K 0.01%
8,927
+2,732
13 14
15
16 17