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
851
$93K ﹤0.01%
4,379
-407
852
$92K ﹤0.01%
1,279
+830
853
$91K ﹤0.01%
6,300
854
$91K ﹤0.01%
2,892
+136
855
$91K ﹤0.01%
2,127
+722
856
$91K ﹤0.01%
2,028
+418
857
$91K ﹤0.01%
1,019
-47,441
858
$90K ﹤0.01%
1,020
+81
859
$90K ﹤0.01%
3,145
+45
860
$90K ﹤0.01%
1,000
+985
861
$89K ﹤0.01%
3,098
+98
862
$88K ﹤0.01%
8,032
863
$88K ﹤0.01%
1,867
-1,285
864
$88K ﹤0.01%
3,427
-220
865
$88K ﹤0.01%
4,222
-810
866
$87K ﹤0.01%
675
-61
867
$87K ﹤0.01%
1,267
+189
868
$87K ﹤0.01%
14,938
+225
869
$87K ﹤0.01%
1,380
+86
870
$87K ﹤0.01%
509
+55
871
$86K ﹤0.01%
900
+371
872
$86K ﹤0.01%
+3,434
873
$86K ﹤0.01%
1,974
+877
874
$85K ﹤0.01%
7,843
+2,500
875
$85K ﹤0.01%
1,845
+322
33 34
35
36 37