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
476
$458K ﹤0.01%
24,165
-1,840
477
$457K ﹤0.01%
25,616
-11,162
478
$455K ﹤0.01%
42,587
-870
479
$454K ﹤0.01%
8,214
-1,670
480
$454K ﹤0.01%
2,801
-33,169
481
$454K ﹤0.01%
5,444
-15,381
482
$451K ﹤0.01%
5,535
-1,172
483
$449K ﹤0.01%
3,191
+946
484
$446K ﹤0.01%
77,441
+112
485
$442K ﹤0.01%
23,496
+12,144
486
$441K ﹤0.01%
7,473
-266
487
$440K ﹤0.01%
4,550
-606
488
$439K ﹤0.01%
11,537
489
$438K ﹤0.01%
6,948
+844
490
$436K ﹤0.01%
13,758
+543
491
$433K ﹤0.01%
10,394
+778
492
$429K ﹤0.01%
28,208
+441
493
$429K ﹤0.01%
7,181
-653
494
$427K ﹤0.01%
28,770
-8,070
495
$425K ﹤0.01%
7,034
-1,007
496
$414K ﹤0.01%
5,976
-12,843
497
$412K ﹤0.01%
4,220
-936
498
$410K ﹤0.01%
2,198
-2,141
499
$409K ﹤0.01%
+7,354
500
$409K ﹤0.01%
15,238
-238,126
18 19
20
21 22