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
601
$249K ﹤0.01%
+4,344
602
$248K ﹤0.01%
+3,584
603
$248K ﹤0.01%
+7,143
604
$245K ﹤0.01%
+33,014
605
$243K ﹤0.01%
+16,800
606
$241K ﹤0.01%
+5,774
607
$240K ﹤0.01%
+8,637
608
$240K ﹤0.01%
+16,809
609
$238K ﹤0.01%
+11,352
610
$235K ﹤0.01%
+6,861
611
$235K ﹤0.01%
+4,674
612
$234K ﹤0.01%
+4,202
613
$232K ﹤0.01%
+5,232
614
$232K ﹤0.01%
+1,908
615
$230K ﹤0.01%
+5,982
616
$228K ﹤0.01%
+15,408
617
$228K ﹤0.01%
+14,500
618
$227K ﹤0.01%
+4,265
619
$226K ﹤0.01%
+2,052
620
$225K ﹤0.01%
+3,845
621
$225K ﹤0.01%
+2,582
622
$224K ﹤0.01%
+7,362
623
$218K ﹤0.01%
+5,000
624
$218K ﹤0.01%
+8,854
625
$218K ﹤0.01%
+6,448
23 24
25
26 27