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
876
$85K ﹤0.01%
2,482
877
$85K ﹤0.01%
1,687
-250
878
$85K ﹤0.01%
3,300
879
$84K ﹤0.01%
6,784
+5,013
880
$84K ﹤0.01%
+2,702
881
$84K ﹤0.01%
1,752
+852
882
$84K ﹤0.01%
6,650
+1,345
883
$83K ﹤0.01%
1,520
+738
884
$83K ﹤0.01%
+2,115
885
$83K ﹤0.01%
1,500
886
$82K ﹤0.01%
1,896
+560
887
$82K ﹤0.01%
3,472
-16
888
$82K ﹤0.01%
2,622
+2,223
889
$82K ﹤0.01%
+6,200
890
$81K ﹤0.01%
1,550
-451
891
$81K ﹤0.01%
1,221
+1,095
892
$81K ﹤0.01%
368
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893
$80K ﹤0.01%
130
+5
894
$80K ﹤0.01%
1,632
-1,924
895
$80K ﹤0.01%
2,067
-468
896
$80K ﹤0.01%
5,000
-60
897
$79K ﹤0.01%
962
+864
898
$79K ﹤0.01%
578
-58
899
$79K ﹤0.01%
897
-149
900
$79K ﹤0.01%
1,964
-840
34 35
36
37 38