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
451
$497K 0.01%
+9,884
452
$491K 0.01%
+5,862
453
$487K 0.01%
+41,392
454
$485K 0.01%
+6,707
455
$484K 0.01%
+17,941
456
$481K 0.01%
+10,484
457
$480K 0.01%
+8,520
458
$476K 0.01%
+7,389
459
$474K 0.01%
+9,044
460
$473K 0.01%
+7,450
461
$472K 0.01%
+11,592
462
$471K 0.01%
+3,549
463
$469K 0.01%
+6,451
464
$468K 0.01%
+8,041
465
$467K 0.01%
+7,834
466
$465K 0.01%
+3,715
467
$463K 0.01%
+6,114
468
$459K 0.01%
+18,255
469
$453K ﹤0.01%
+3,603
470
$451K ﹤0.01%
+43,457
471
$447K ﹤0.01%
+49,218
472
$440K ﹤0.01%
+15,170
473
$439K ﹤0.01%
+9,616
474
$434K ﹤0.01%
+9,175
475
$432K ﹤0.01%
+42,959
17 18
19
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