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
376
$775K 0.01%
11,357
-3,454
377
$770K 0.01%
11,361
+465
378
$769K 0.01%
9,375
+2,075
379
$768K 0.01%
12,444
+7,437
380
$761K 0.01%
2,668
-1,901
381
$760K 0.01%
36,603
+6,411
382
$755K 0.01%
47,964
+31,144
383
$755K 0.01%
53,140
+2,396
384
$754K 0.01%
6,757
+601
385
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25,131
+5,307
386
$744K 0.01%
5,718
-3,592
387
$735K 0.01%
17,109
+7
388
$730K 0.01%
7,180
+3,583
389
$722K 0.01%
22,228
-301
390
$715K 0.01%
51,283
+4,102
391
$707K 0.01%
6,727
-1,159
392
$695K 0.01%
21,678
+2,322
393
$694K 0.01%
62,987
+24,806
394
$693K 0.01%
5,119
+1,655
395
$680K 0.01%
1,756
+328
396
$676K 0.01%
53,950
-4,097
397
$676K 0.01%
12,231
+3,187
398
$670K 0.01%
18,342
-1,151
399
$662K 0.01%
27,714
-1,161
400
$662K 0.01%
6,747
-426
14 15
16
17 18