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
426
$583K 0.01%
8,005
+456
427
$580K 0.01%
9,288
+516
428
$576K 0.01%
40,979
+14,161
429
$575K 0.01%
4,600
-5,025
430
$572K 0.01%
+30,000
431
$565K 0.01%
+55,438
432
$559K 0.01%
32,296
+11,046
433
$555K 0.01%
50,916
+1,698
434
$541K ﹤0.01%
37,107
-9,985
435
$539K ﹤0.01%
12,737
+1,316
436
$539K ﹤0.01%
17,193
-9,966
437
$538K ﹤0.01%
7,613
-677
438
$533K ﹤0.01%
7,779
-6,659
439
$532K ﹤0.01%
3,735
-907
440
$527K ﹤0.01%
4,708
+3,793
441
$527K ﹤0.01%
+27,412
442
$525K ﹤0.01%
19,634
+3,405
443
$523K ﹤0.01%
31,400
+22,700
444
$522K ﹤0.01%
7,872
-648
445
$521K ﹤0.01%
47,751
+4,792
446
$519K ﹤0.01%
21,375
+2,330
447
$517K ﹤0.01%
5,270
-1,462
448
$512K ﹤0.01%
13,442
-425
449
$511K ﹤0.01%
2,229
-1,925
450
$508K ﹤0.01%
34,567
+12
16 17
18
19 20