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
701
$155K ﹤0.01%
+10,059
702
$155K ﹤0.01%
+4,403
703
$155K ﹤0.01%
+3,135
704
$154K ﹤0.01%
+3,580
705
$153K ﹤0.01%
+2,017
706
$153K ﹤0.01%
+1,280
707
$152K ﹤0.01%
+1,374
708
$151K ﹤0.01%
+1,297
709
$150K ﹤0.01%
+10,156
710
$150K ﹤0.01%
+3,676
711
$149K ﹤0.01%
+9,495
712
$148K ﹤0.01%
+3,152
713
$148K ﹤0.01%
+9,237
714
$147K ﹤0.01%
+2,785
715
$147K ﹤0.01%
+2,471
716
$146K ﹤0.01%
+27,321
717
$146K ﹤0.01%
+2,070
718
$146K ﹤0.01%
1,767
-56,271
719
$145K ﹤0.01%
+13,044
720
$145K ﹤0.01%
3,123
-174,810
721
$145K ﹤0.01%
+1,071
722
$145K ﹤0.01%
+1,500
723
$144K ﹤0.01%
+3,161
724
$143K ﹤0.01%
+3,002
725
$143K ﹤0.01%
+1,108
27 28
29
30 31