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
826
$101K ﹤0.01%
1,602
-80
827
$100K ﹤0.01%
3,078
-551
828
$100K ﹤0.01%
1,957
-398
829
$100K ﹤0.01%
+3,423
830
$100K ﹤0.01%
838
-39
831
$99K ﹤0.01%
948
-421
832
$99K ﹤0.01%
4,600
+1,500
833
$99K ﹤0.01%
5,212
+6
834
$98K ﹤0.01%
2,100
+444
835
$98K ﹤0.01%
28,710
-7,736
836
$98K ﹤0.01%
2,076
-836
837
$97K ﹤0.01%
5,850
838
$97K ﹤0.01%
1,197
-151
839
$97K ﹤0.01%
1,688
+1,117
840
$96K ﹤0.01%
1,867
+631
841
$96K ﹤0.01%
1,191
-768
842
$96K ﹤0.01%
10,892
-309
843
$96K ﹤0.01%
7,400
-2,715
844
$94K ﹤0.01%
5,877
+610
845
$94K ﹤0.01%
+4,892
846
$93K ﹤0.01%
2,403
+1,152
847
$93K ﹤0.01%
3,180
-1,439
848
$93K ﹤0.01%
856
-547
849
$93K ﹤0.01%
717
+379
850
$93K ﹤0.01%
4,612
32 33
34
35 36