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
751
$131K ﹤0.01%
5,872
+627
752
$131K ﹤0.01%
8,600
+6,600
753
$130K ﹤0.01%
6,830
-2,346
754
$130K ﹤0.01%
5,611
+4,092
755
$130K ﹤0.01%
2,901
+501
756
$129K ﹤0.01%
3,653
+3,155
757
$129K ﹤0.01%
618
+51
758
$129K ﹤0.01%
2,351
+17
759
$128K ﹤0.01%
2,611
-340
760
$127K ﹤0.01%
7,409
-698
761
$127K ﹤0.01%
1,843
+136
762
$127K ﹤0.01%
1,697
-1,224
763
$127K ﹤0.01%
2,318
+576
764
$127K ﹤0.01%
1,383
-276
765
$126K ﹤0.01%
4,770
766
$126K ﹤0.01%
1,562
767
$126K ﹤0.01%
29,670
768
$126K ﹤0.01%
44
-2
769
$125K ﹤0.01%
3,159
+294
770
$123K ﹤0.01%
1,767
-3,345
771
$122K ﹤0.01%
1,884
-66
772
$122K ﹤0.01%
7,659
-1,836
773
$122K ﹤0.01%
1,548
-15
774
$121K ﹤0.01%
3,061
-1,812
775
$120K ﹤0.01%
2,134
-1,681
29 30
31
32 33