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
801
$109K ﹤0.01%
+877
802
$108K ﹤0.01%
+3,784
803
$108K ﹤0.01%
+1,568
804
$106K ﹤0.01%
+848
805
$106K ﹤0.01%
+2,804
806
$106K ﹤0.01%
+2,865
807
$105K ﹤0.01%
+2,001
808
$105K ﹤0.01%
+5,678
809
$105K ﹤0.01%
+1,242
810
$105K ﹤0.01%
+8,803
811
$105K ﹤0.01%
+2,205
812
$104K ﹤0.01%
+3,361
813
$104K ﹤0.01%
+567
814
$104K ﹤0.01%
+5,080
815
$103K ﹤0.01%
+1,551
816
$103K ﹤0.01%
+6,857
817
$103K ﹤0.01%
+1,403
818
$102K ﹤0.01%
+6,571
819
$102K ﹤0.01%
+4,365
820
$102K ﹤0.01%
+4,737
821
$102K ﹤0.01%
+3,391
822
$102K ﹤0.01%
+1,469
823
$100K ﹤0.01%
+5,325
824
$100K ﹤0.01%
+779
825
$100K ﹤0.01%
+2,400
31 32
33
34 35