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
451
$507K ﹤0.01%
7,980
+1,127
452
$506K ﹤0.01%
4,589
-367
453
$506K ﹤0.01%
10,179
-305
454
$502K ﹤0.01%
14,949
-2,409
455
$501K ﹤0.01%
5,765
-97
456
$497K ﹤0.01%
14,333
+13,658
457
$496K ﹤0.01%
38,556
-2,836
458
$496K ﹤0.01%
8,901
-539
459
$495K ﹤0.01%
6,094
+2,159
460
$492K ﹤0.01%
5,340
+3,836
461
$492K ﹤0.01%
24,360
-1,270
462
$488K ﹤0.01%
6,697
+564
463
$485K ﹤0.01%
13,152
-5,588
464
$485K ﹤0.01%
6,079
+2,012
465
$483K ﹤0.01%
5,581
-277
466
$482K ﹤0.01%
3,407
-142
467
$482K ﹤0.01%
2,024
-11,584
468
$481K ﹤0.01%
34,769
+12,519
469
$478K ﹤0.01%
18,091
+2,491
470
$476K ﹤0.01%
7,681
-1,943
471
$473K ﹤0.01%
3,646
-1,313
472
$471K ﹤0.01%
25,691
+7,436
473
$465K ﹤0.01%
3,513
-90
474
$461K ﹤0.01%
9,901
-4,306
475
$460K ﹤0.01%
2,779
+2,318
17 18
19
20 21