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
551
$314K ﹤0.01%
7,564
+2,776
552
$314K ﹤0.01%
9,644
+7,548
553
$314K ﹤0.01%
2,317
+409
554
$313K ﹤0.01%
22,452
555
$312K ﹤0.01%
1,815
-1,115
556
$311K ﹤0.01%
38,015
-75,634
557
$310K ﹤0.01%
5,300
+388
558
$310K ﹤0.01%
40,920
+1,312
559
$306K ﹤0.01%
6,616
+1,616
560
$306K ﹤0.01%
2,430
-99
561
$303K ﹤0.01%
10,711
+356
562
$302K ﹤0.01%
5,051
-936
563
$298K ﹤0.01%
11,464
+1,336
564
$298K ﹤0.01%
4,908
+399
565
$296K ﹤0.01%
3,093
-412
566
$296K ﹤0.01%
9,226
+3,568
567
$295K ﹤0.01%
5,221
-620
568
$295K ﹤0.01%
+11,131
569
$288K ﹤0.01%
8,069
-1,845
570
$287K ﹤0.01%
16,825
571
$286K ﹤0.01%
+22,000
572
$284K ﹤0.01%
13,176
+38
573
$283K ﹤0.01%
12,244
-552
574
$283K ﹤0.01%
6,000
575
$280K ﹤0.01%
5,460
-1,990
21 22
23
24 25