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
501
$379K ﹤0.01%
+77,329
502
$379K ﹤0.01%
+9,011
503
$376K ﹤0.01%
+26,818
504
$374K ﹤0.01%
+4,530
505
$373K ﹤0.01%
+10,743
506
$367K ﹤0.01%
+3,995
507
$365K ﹤0.01%
+23,291
508
$365K ﹤0.01%
+6,004
509
$364K ﹤0.01%
+25,630
510
$364K ﹤0.01%
+3,597
511
$359K ﹤0.01%
+8,540
512
$358K ﹤0.01%
+2,086
513
$354K ﹤0.01%
+3,427
514
$352K ﹤0.01%
+6,104
515
$352K ﹤0.01%
+6,292
516
$350K ﹤0.01%
+21,250
517
$350K ﹤0.01%
+5,762
518
$350K ﹤0.01%
+7,058
519
$350K ﹤0.01%
+2,145
520
$348K ﹤0.01%
+8,888
521
$345K ﹤0.01%
+5,112
522
$345K ﹤0.01%
+22,800
523
$342K ﹤0.01%
+3,505
524
$341K ﹤0.01%
+12,917
525
$341K ﹤0.01%
+9,914
19 20
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