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
551
$310K ﹤0.01%
+34,326
552
$310K ﹤0.01%
+5,007
553
$310K ﹤0.01%
+15,032
554
$307K ﹤0.01%
+3,589
555
$306K ﹤0.01%
+4,773
556
$306K ﹤0.01%
+22,452
557
$306K ﹤0.01%
+9,953
558
$305K ﹤0.01%
+22,250
559
$303K ﹤0.01%
+5,841
560
$301K ﹤0.01%
+2,245
561
$299K ﹤0.01%
+7,660
562
$298K ﹤0.01%
+212
563
$296K ﹤0.01%
+13,144
564
$295K ﹤0.01%
3,935
-86,368
565
$292K ﹤0.01%
+10,312
566
$288K ﹤0.01%
+3,413
567
$288K ﹤0.01%
+3,907
568
$288K ﹤0.01%
+22,164
569
$287K ﹤0.01%
+2,529
570
$287K ﹤0.01%
+5,658
571
$285K ﹤0.01%
+16,825
572
$284K ﹤0.01%
+21,476
573
$284K ﹤0.01%
+12,796
574
$282K ﹤0.01%
+2,459
575
$282K ﹤0.01%
+4,946
21 22
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