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
851
$89K ﹤0.01%
+5,800
852
$89K ﹤0.01%
+1,367
853
$88K ﹤0.01%
+1,742
854
$88K ﹤0.01%
+1,745
855
$87K ﹤0.01%
+1,225
856
$87K ﹤0.01%
+736
857
$87K ﹤0.01%
+8,032
858
$87K ﹤0.01%
+915
859
$86K ﹤0.01%
+680
860
$86K ﹤0.01%
+2,919
861
$86K ﹤0.01%
+504
862
$86K ﹤0.01%
+1,641
863
$85K ﹤0.01%
+1,009
864
$85K ﹤0.01%
+6,300
865
$85K ﹤0.01%
+1,983
866
$85K ﹤0.01%
+1,500
867
$84K ﹤0.01%
+372
868
$83K ﹤0.01%
+3,000
869
$83K ﹤0.01%
+1,046
870
$83K ﹤0.01%
+3,093
871
$83K ﹤0.01%
+125
872
$83K ﹤0.01%
+2,480
873
$83K ﹤0.01%
+3,921
874
$83K ﹤0.01%
+3,300
875
$82K ﹤0.01%
+3,100
33 34
35
36 37