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
776
$120K ﹤0.01%
4,061
+277
777
$120K ﹤0.01%
722
-126
778
$120K ﹤0.01%
1,179
-289
779
$120K ﹤0.01%
+5,028
780
$120K ﹤0.01%
2,157
-48
781
$119K ﹤0.01%
2,005
+400
782
$119K ﹤0.01%
4,109
+31
783
$118K ﹤0.01%
8,871
-914
784
$118K ﹤0.01%
10,015
-10,015
785
$117K ﹤0.01%
1,017
+462
786
$117K ﹤0.01%
2,028
-726
787
$116K ﹤0.01%
2,422
788
$116K ﹤0.01%
6,924
789
$115K ﹤0.01%
1,498
+230
790
$115K ﹤0.01%
13,110
-591
791
$114K ﹤0.01%
771
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792
$114K ﹤0.01%
1,419
-149
793
$114K ﹤0.01%
1,012
-170
794
$114K ﹤0.01%
2,605
+954
795
$113K ﹤0.01%
2,177
-984
796
$113K ﹤0.01%
3,690
-1,938
797
$113K ﹤0.01%
2,254
-3,077
798
$112K ﹤0.01%
3,315
+3,155
799
$112K ﹤0.01%
16,822
-8,993
800
$110K ﹤0.01%
2,736
-183
30 31
32
33 34