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
476
$429K ﹤0.01%
+19,045
477
$427K ﹤0.01%
+7,779
478
$426K ﹤0.01%
+22,064
479
$420K ﹤0.01%
+5,522
480
$417K ﹤0.01%
+19,584
481
$416K ﹤0.01%
+8,473
482
$416K ﹤0.01%
+11,537
483
$416K ﹤0.01%
+26,005
484
$415K ﹤0.01%
+6,133
485
$414K ﹤0.01%
+13,215
486
$412K ﹤0.01%
+27,767
487
$411K ﹤0.01%
+10,789
488
$408K ﹤0.01%
+5,301
489
$404K ﹤0.01%
+7,739
490
$400K ﹤0.01%
+27,941
491
$397K ﹤0.01%
+14,384
492
$397K ﹤0.01%
+6,853
493
$394K ﹤0.01%
+3,217
494
$386K ﹤0.01%
+7,353
495
$386K ﹤0.01%
+28,628
496
$383K ﹤0.01%
+13,323
497
$382K ﹤0.01%
+15,600
498
$381K ﹤0.01%
+16,229
499
$380K ﹤0.01%
+14,517
500
$380K ﹤0.01%
+23,979
18 19
20
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