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
726
$145K ﹤0.01%
3,533
-2,241
727
$144K ﹤0.01%
924
-147
728
$144K ﹤0.01%
2,860
-275
729
$140K ﹤0.01%
12,195
+4
730
$140K ﹤0.01%
3,612
-439
731
$139K ﹤0.01%
10,094
-1,686
732
$139K ﹤0.01%
1,986
-49,619
733
$139K ﹤0.01%
2,000
+1,794
734
$138K ﹤0.01%
11,011
-242
735
$138K ﹤0.01%
1,166
+1,110
736
$137K ﹤0.01%
2,043
-428
737
$137K ﹤0.01%
819
-66
738
$137K ﹤0.01%
894
739
$137K ﹤0.01%
9,358
+1,037
740
$136K ﹤0.01%
976
-398
741
$136K ﹤0.01%
11,000
742
$135K ﹤0.01%
1,581
-2,715
743
$135K ﹤0.01%
1,725
-3,020
744
$135K ﹤0.01%
2,486
+46
745
$134K ﹤0.01%
9,376
+54
746
$134K ﹤0.01%
10,998
-6,900
747
$133K ﹤0.01%
3,310
+134
748
$133K ﹤0.01%
2,622
-501
749
$132K ﹤0.01%
9,805
-821
750
$132K ﹤0.01%
7,460
-10,692
28 29
30
31 32