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
26
$72M 0.66%
790,851
+50,286
27
$71.3M 0.65%
1,494,797
+56,818
28
$67.9M 0.62%
558,138
+22,067
29
$64.7M 0.59%
1,968,252
+149,408
30
$64.6M 0.59%
567,429
+19,028
31
$57.1M 0.52%
1,054,486
+119,503
32
$56.3M 0.51%
490,250
+28,842
33
$55.4M 0.5%
1,023,843
+147,965
34
$54.2M 0.49%
602,935
-4,919
35
$51.6M 0.47%
1,064,280
+130,788
36
$51.3M 0.47%
412,215
+54,556
37
$48.2M 0.44%
1,010,412
+63,976
38
$44.4M 0.4%
411,210
-11,298
39
$42.2M 0.38%
347,504
+14,768
40
$40.5M 0.37%
1,368,371
-21,440
41
$39.9M 0.36%
239,680
+6,697
42
$38.4M 0.35%
583,337
+31,007
43
$37.8M 0.34%
460,951
+6,451
44
$37M 0.34%
834,860
+33,320
45
$35.6M 0.32%
839,500
+76,140
46
$34.1M 0.31%
255,714
-2,237
47
$33.3M 0.3%
574,683
-119,453
48
$32.8M 0.3%
238,281
-6,659
49
$32.8M 0.3%
322,076
+15,331
50
$32.2M 0.29%
526,976
-39,523
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