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
376
$732K 0.01%
8,127
-35,088
377
$727K 0.01%
+9,916
378
$724K 0.01%
+17,665
379
$720K 0.01%
+17,808
380
$719K 0.01%
+9,980
381
$719K 0.01%
+50,744
382
$715K 0.01%
+7,709
383
$712K 0.01%
+58,047
384
$702K 0.01%
+19,356
385
$698K 0.01%
+19,493
386
$689K 0.01%
+47,092
387
$683K 0.01%
+22,529
388
$682K 0.01%
+17,253
389
$680K 0.01%
+24,243
390
$679K 0.01%
+14,207
391
$675K 0.01%
+28,875
392
$671K 0.01%
+9,624
393
$670K 0.01%
+19,660
394
$669K 0.01%
+4,642
395
$666K 0.01%
+15,481
396
$663K 0.01%
+5,647
397
$661K 0.01%
+27,136
398
$658K 0.01%
+34,418
399
$657K 0.01%
+22,748
400
$656K 0.01%
+6,543
14 15
16
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