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
801
$109K ﹤0.01%
5,325
802
$109K ﹤0.01%
4,194
+300
803
$108K ﹤0.01%
4,487
-812
804
$108K ﹤0.01%
5,290
+210
805
$107K ﹤0.01%
6,857
806
$107K ﹤0.01%
1,802
-230
807
$107K ﹤0.01%
491
-357
808
$106K ﹤0.01%
3,910
+274
809
$106K ﹤0.01%
2,170
-615
810
$106K ﹤0.01%
4,567
+1,682
811
$106K ﹤0.01%
5,811
+11
812
$106K ﹤0.01%
8,803
813
$106K ﹤0.01%
3,408
+17
814
$106K ﹤0.01%
2,039
+294
815
$105K ﹤0.01%
904
-445
816
$105K ﹤0.01%
4,925
-1,638
817
$105K ﹤0.01%
3,413
-2,856
818
$104K ﹤0.01%
635
-135
819
$104K ﹤0.01%
3,545
-535
820
$104K ﹤0.01%
3,863
-134
821
$104K ﹤0.01%
3,072
+1,072
822
$104K ﹤0.01%
1,272
-1,057
823
$104K ﹤0.01%
+4,602
824
$101K ﹤0.01%
+2,628
825
$101K ﹤0.01%
2,507
+2,174
31 32
33
34 35