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
401
$655K 0.01%
8,810
-3,789
402
$654K 0.01%
6,330
-1,797
403
$653K 0.01%
5,511
-346
404
$641K 0.01%
34,418
405
$637K 0.01%
21,808
+1,562
406
$633K 0.01%
7,846
-5,513
407
$633K 0.01%
42,619
+3,027
408
$632K 0.01%
15,903
-1,287
409
$628K 0.01%
26,209
+21,472
410
$625K 0.01%
11,291
+3,512
411
$619K 0.01%
17,029
+28
412
$616K 0.01%
24,041
+9,657
413
$615K 0.01%
41,505
+2,863
414
$612K 0.01%
10,393
+1,218
415
$609K 0.01%
19,555
-1,363
416
$606K 0.01%
10,501
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417
$604K 0.01%
7,598
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418
$604K 0.01%
13,600
+2,008
419
$601K 0.01%
14,355
-11,969
420
$599K 0.01%
7,344
-1,463
421
$597K 0.01%
7,197
+1,896
422
$592K 0.01%
41,270
+1,982
423
$589K 0.01%
12,514
+558
424
$589K 0.01%
5,421
-226
425
$589K 0.01%
10,901
-4,580
15 16
17
18 19