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
576
$279K ﹤0.01%
4,094
+349
577
$279K ﹤0.01%
13,736
-5,848
578
$277K ﹤0.01%
3,440
+225
579
$276K ﹤0.01%
11,311
+468
580
$274K ﹤0.01%
605
-6
581
$274K ﹤0.01%
4,190
-8,370
582
$273K ﹤0.01%
9,196
-1,124
583
$271K ﹤0.01%
3,293
+1,162
584
$270K ﹤0.01%
9,771
+917
585
$268K ﹤0.01%
10,788
-3,620
586
$266K ﹤0.01%
223
+11
587
$265K ﹤0.01%
8,306
-433
588
$265K ﹤0.01%
2,869
-491
589
$264K ﹤0.01%
1,646
-214
590
$263K ﹤0.01%
5,856
+1,215
591
$262K ﹤0.01%
3,852
-921
592
$260K ﹤0.01%
12,561
-129,534
593
$259K ﹤0.01%
4,535
-1,227
594
$259K ﹤0.01%
3,132
+1,115
595
$258K ﹤0.01%
4,732
+724
596
$258K ﹤0.01%
20,042
597
$258K ﹤0.01%
+4,841
598
$256K ﹤0.01%
2,956
-633
599
$253K ﹤0.01%
+15,000
600
$252K ﹤0.01%
1,720
-157
22 23
24
25 26