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
401
$655K 0.01%
+47,181
402
$652K 0.01%
+8,807
403
$651K 0.01%
+30,192
404
$648K 0.01%
+16,080
405
$641K 0.01%
+9,477
406
$630K 0.01%
+11,295
407
$623K 0.01%
+12,131
408
$622K 0.01%
+6,156
409
$607K 0.01%
+5,451
410
$604K 0.01%
+8,290
411
$600K 0.01%
+18,740
412
$595K 0.01%
+7,425
413
$594K 0.01%
+20,246
414
$591K 0.01%
+16,969
415
$589K 0.01%
+7,173
416
$586K 0.01%
+31,695
417
$586K 0.01%
+5,857
418
$574K 0.01%
+11,956
419
$572K 0.01%
+8,772
420
$572K 0.01%
+20,918
421
$572K 0.01%
+17,240
422
$569K 0.01%
+17,001
423
$567K 0.01%
+39,592
424
$559K 0.01%
+7,181
425
$554K 0.01%
+38,181
15 16
17
18 19