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
676
$177K ﹤0.01%
4,650
677
$176K ﹤0.01%
2,835
-325
678
$176K ﹤0.01%
1,806
-9,290
679
$175K ﹤0.01%
2,244
-755
680
$174K ﹤0.01%
1,901
-409
681
$174K ﹤0.01%
7,702
-7,330
682
$174K ﹤0.01%
666
-283
683
$173K ﹤0.01%
12,205
684
$172K ﹤0.01%
3,771
+2,954
685
$172K ﹤0.01%
10,320
-4,180
686
$171K ﹤0.01%
2,256
+59
687
$171K ﹤0.01%
10,011
-22,951
688
$171K ﹤0.01%
11,769
+11
689
$170K ﹤0.01%
+3,341
690
$168K ﹤0.01%
4,901
+1,077
691
$167K ﹤0.01%
4,621
692
$165K ﹤0.01%
2,603
-209
693
$163K ﹤0.01%
1,818
-627
694
$163K ﹤0.01%
5,516
+1,534
695
$162K ﹤0.01%
5,512
+1,415
696
$161K ﹤0.01%
15,850
+11,450
697
$161K ﹤0.01%
9,735
+498
698
$160K ﹤0.01%
5,231
+3,021
699
$159K ﹤0.01%
10,985
700
$159K ﹤0.01%
3,022
-3,026
26 27
28
29 30