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
626
$224K ﹤0.01%
1,925
-534
627
$223K ﹤0.01%
2,619
-315
628
$221K ﹤0.01%
4,976
+623
629
$219K ﹤0.01%
3,016
-829
630
$219K ﹤0.01%
3,481
-109
631
$216K ﹤0.01%
4,877
+518
632
$216K ﹤0.01%
5,128
-201
633
$216K ﹤0.01%
14,842
-171
634
$213K ﹤0.01%
2,239
-192
635
$211K ﹤0.01%
4,355
-58
636
$210K ﹤0.01%
3,096
+2,727
637
$209K ﹤0.01%
7,116
+1,887
638
$209K ﹤0.01%
13,468
+975
639
$209K ﹤0.01%
3,901
-1,461
640
$205K ﹤0.01%
5,593
+1,058
641
$205K ﹤0.01%
5,646
+577
642
$204K ﹤0.01%
6,460
+6,260
643
$201K ﹤0.01%
25,520
-7,494
644
$201K ﹤0.01%
4,794
+588
645
$201K ﹤0.01%
2,479
-103
646
$199K ﹤0.01%
1,756
+382
647
$199K ﹤0.01%
3,269
+2,181
648
$199K ﹤0.01%
15,342
649
$199K ﹤0.01%
4,060
-1,199
650
$197K ﹤0.01%
3,502
-700
24 25
26
27 28