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
826
$100K ﹤0.01%
+2,100
827
$99K ﹤0.01%
+5,032
828
$99K ﹤0.01%
+3,138
829
$98K ﹤0.01%
+4,196
830
$98K ﹤0.01%
+2,616
831
$97K ﹤0.01%
+2,535
832
$96K ﹤0.01%
+3,894
833
$96K ﹤0.01%
+5,206
834
$96K ﹤0.01%
+1,545
835
$95K ﹤0.01%
+2,443
836
$95K ﹤0.01%
+1,454
837
$95K ﹤0.01%
+5,850
838
$95K ﹤0.01%
+1,937
839
$94K ﹤0.01%
+2,156
840
$94K ﹤0.01%
+3,347
841
$93K ﹤0.01%
+3,636
842
$93K ﹤0.01%
+2,783
843
$93K ﹤0.01%
+6,593
844
$92K ﹤0.01%
+1,366
845
$92K ﹤0.01%
+1,178
846
$92K ﹤0.01%
+1,214
847
$91K ﹤0.01%
+5,081
848
$90K ﹤0.01%
+1,888
849
$90K ﹤0.01%
+11,201
850
$89K ﹤0.01%
+1,605
32 33
34
35 36