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
651
$196K ﹤0.01%
12,299
652
$196K ﹤0.01%
4,250
-1,377
653
$195K ﹤0.01%
4,039
-230
654
$195K ﹤0.01%
2,274
+165
655
$194K ﹤0.01%
1,574
-478
656
$194K ﹤0.01%
5,545
+24
657
$193K ﹤0.01%
2,298
-55
658
$193K ﹤0.01%
2,315
+50
659
$193K ﹤0.01%
1,457
+160
660
$191K ﹤0.01%
8,210
+4,825
661
$190K ﹤0.01%
6,227
-1,135
662
$188K ﹤0.01%
6,972
-2,898
663
$188K ﹤0.01%
2,823
-761
664
$186K ﹤0.01%
1,978
-254
665
$183K ﹤0.01%
4,642
+1,203
666
$183K ﹤0.01%
+7,350
667
$182K ﹤0.01%
4,000
-268
668
$182K ﹤0.01%
20,141
+2,103
669
$182K ﹤0.01%
11,525
-8,187
670
$181K ﹤0.01%
2,969
+696
671
$180K ﹤0.01%
6,100
-4,643
672
$180K ﹤0.01%
1,457
+177
673
$179K ﹤0.01%
5,656
-799
674
$177K ﹤0.01%
3,681
-993
675
$177K ﹤0.01%
3,525
-2,863
25 26
27
28 29