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
51
$29.8M 0.32%
306,745
+302,941
52
$29.4M 0.32%
+390,458
53
$28.6M 0.31%
236,428
+233,468
54
$28.2M 0.31%
93,475
+91,952
55
$28.2M 0.31%
805,162
+791,836
56
$25.5M 0.28%
463,069
+191,892
57
$25M 0.27%
165,267
+152,823
58
$24.8M 0.27%
418,480
+35,108
59
$24.7M 0.27%
236,537
+134,183
60
$24.5M 0.27%
458,223
+268,256
61
$24.4M 0.27%
207,547
+138,036
62
$24.3M 0.26%
289,079
+230,350
63
$23.7M 0.26%
+617,198
64
$22.1M 0.24%
211,068
+98,452
65
$21.8M 0.24%
708,285
+463,125
66
$21.7M 0.24%
145,642
+64,916
67
$21.1M 0.23%
+290,076
68
$20.6M 0.22%
459,668
+441,120
69
$20.1M 0.22%
403,556
+398,540
70
$19.3M 0.21%
+232,308
71
$19M 0.21%
759,666
+343,248
72
$18.7M 0.2%
+266,502
73
$18.6M 0.2%
274,725
+257,334
74
$18.1M 0.2%
351,977
+107,742
75
$18M 0.2%
+159,366
1 2
3
4 5