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
626
$217K ﹤0.01%
+2,999
627
$217K ﹤0.01%
+4,500
628
$217K ﹤0.01%
+4,008
629
$217K ﹤0.01%
+2,218
630
$215K ﹤0.01%
+15,013
631
$214K ﹤0.01%
+5,691
632
$212K ﹤0.01%
+4,413
633
$211K ﹤0.01%
+2,329
634
$211K ﹤0.01%
+3,406
635
$211K ﹤0.01%
+5,329
636
$211K ﹤0.01%
+4,641
637
$209K ﹤0.01%
+944
638
$209K ﹤0.01%
+6,455
639
$209K ﹤0.01%
+5,521
640
$207K ﹤0.01%
+2,934
641
$207K ﹤0.01%
+3,000
642
$206K ﹤0.01%
+2,921
643
$205K ﹤0.01%
+3,590
644
$205K ﹤0.01%
+6,269
645
$203K ﹤0.01%
+4,269
646
$202K ﹤0.01%
+3,160
647
$201K ﹤0.01%
+3,815
648
$201K ﹤0.01%
+17,898
649
$200K ﹤0.01%
+4,650
650
$200K ﹤0.01%
+4,206
24 25
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