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
501
$403K ﹤0.01%
42,348
+8,022
502
$399K ﹤0.01%
+8,896
503
$395K ﹤0.01%
7,922
-1,004
504
$394K ﹤0.01%
21,686
-378
505
$391K ﹤0.01%
9,229
+1,569
506
$391K ﹤0.01%
3,227
-970
507
$389K ﹤0.01%
24,763
+3,692
508
$388K ﹤0.01%
19,649
+4,479
509
$381K ﹤0.01%
5,576
-8,614
510
$381K ﹤0.01%
13,396
+479
511
$379K ﹤0.01%
4,524
-1,927
512
$379K ﹤0.01%
24,150
+7,341
513
$378K ﹤0.01%
5,819
+4,365
514
$377K ﹤0.01%
4,728
-1,386
515
$374K ﹤0.01%
11,824
+1,871
516
$371K ﹤0.01%
10,710
-6,259
517
$369K ﹤0.01%
38,162
+4,641
518
$369K ﹤0.01%
3,763
-232
519
$364K ﹤0.01%
7,932
-541
520
$362K ﹤0.01%
23,823
-156
521
$362K ﹤0.01%
20,100
-11,595
522
$359K ﹤0.01%
26,132
-2,496
523
$356K ﹤0.01%
8,301
-239
524
$355K ﹤0.01%
4,570
+663
525
$353K ﹤0.01%
13,877
-4,064
19 20
21
22 23