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
351
$929K 0.01%
8,506
+5,079
352
$912K 0.01%
57,000
-10,000
353
$907K 0.01%
33,611
+6,475
354
$890K 0.01%
17,291
+169
355
$888K 0.01%
6,773
+105
356
$865K 0.01%
11,713
+2,236
357
$865K 0.01%
8,115
-204
358
$854K 0.01%
15,888
-1,416
359
$851K 0.01%
38,850
-31,490
360
$836K 0.01%
62,340
-2,239
361
$833K 0.01%
3,581
+204
362
$819K 0.01%
21,907
+2,247
363
$818K 0.01%
8,410
+701
364
$815K 0.01%
12,867
-6,900
365
$812K 0.01%
20,137
+2,884
366
$811K 0.01%
6,465
-2,640
367
$810K 0.01%
61,154
-7,459
368
$807K 0.01%
17,837
+29
369
$805K 0.01%
8,481
+1,938
370
$797K 0.01%
56,799
-830
371
$790K 0.01%
46,068
-18,980
372
$786K 0.01%
58,817
-23,307
373
$782K 0.01%
12,543
-2,280
374
$780K 0.01%
10,427
+447
375
$778K 0.01%
16,951
+8,365
13 14
15
16 17