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
526
$347K ﹤0.01%
4,313
-1,209
527
$346K ﹤0.01%
6,345
-1,008
528
$346K ﹤0.01%
11,785
-1,359
529
$344K ﹤0.01%
17,483
+4,488
530
$343K ﹤0.01%
25,656
+4,180
531
$343K ﹤0.01%
5,786
-1,603
532
$342K ﹤0.01%
6,726
+884
533
$342K ﹤0.01%
12,564
-1,953
534
$341K ﹤0.01%
5,253
-338
535
$339K ﹤0.01%
14,594
+12,783
536
$336K ﹤0.01%
23,191
-4,750
537
$335K ﹤0.01%
5,752
538
$334K ﹤0.01%
9,134
+1,006
539
$333K ﹤0.01%
9,689
-1,100
540
$332K ﹤0.01%
17,755
-4,409
541
$332K ﹤0.01%
5,974
+1,630
542
$330K ﹤0.01%
24,647
543
$329K ﹤0.01%
25,791
+2,500
544
$329K ﹤0.01%
14,883
+14,184
545
$328K ﹤0.01%
20,558
+5,150
546
$327K ﹤0.01%
20,032
+1,019
547
$326K ﹤0.01%
4,900
-1,104
548
$326K ﹤0.01%
7,880
+461
549
$320K ﹤0.01%
24,993
+267
550
$317K ﹤0.01%
8,590
-7,490
20 21
22
23 24