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
701
$159K ﹤0.01%
6,458
+2,093
702
$159K ﹤0.01%
4,468
+65
703
$159K ﹤0.01%
10,543
+43
704
$158K ﹤0.01%
1,261
-217
705
$157K ﹤0.01%
+2,845
706
$155K ﹤0.01%
13,044
707
$155K ﹤0.01%
3,426
-250
708
$155K ﹤0.01%
9,971
+1,881
709
$154K ﹤0.01%
4,325
+1,542
710
$154K ﹤0.01%
3,550
+548
711
$153K ﹤0.01%
4,124
-350
712
$153K ﹤0.01%
8,552
-1,507
713
$152K ﹤0.01%
2,070
714
$152K ﹤0.01%
10,559
-1,114
715
$152K ﹤0.01%
3,263
-1,022
716
$150K ﹤0.01%
6,380
+702
717
$150K ﹤0.01%
3,929
-3,214
718
$149K ﹤0.01%
2,426
+312
719
$148K ﹤0.01%
27,321
720
$147K ﹤0.01%
4,077
+716
721
$147K ﹤0.01%
1,557
-210
722
$146K ﹤0.01%
3,485
+1,042
723
$145K ﹤0.01%
4,768
+883
724
$145K ﹤0.01%
8,181
-994
725
$145K ﹤0.01%
+667
27 28
29
30 31