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
901
$76K ﹤0.01%
+183
902
$76K ﹤0.01%
+3,647
903
$76K ﹤0.01%
+816
904
$76K ﹤0.01%
+1,651
905
$75K ﹤0.01%
636
-38,405
906
$75K ﹤0.01%
+1,395
907
$75K ﹤0.01%
+2,360
908
$74K ﹤0.01%
+3,324
909
$74K ﹤0.01%
+3,798
910
$74K ﹤0.01%
+4,823
911
$73K ﹤0.01%
+5,137
912
$73K ﹤0.01%
+8,487
913
$73K ﹤0.01%
+14,713
914
$72K ﹤0.01%
+434
915
$72K ﹤0.01%
+1,523
916
$72K ﹤0.01%
+1,078
917
$72K ﹤0.01%
+1,364
918
$72K ﹤0.01%
+5,927
919
$71K ﹤0.01%
+973
920
$71K ﹤0.01%
+2,452
921
$71K ﹤0.01%
+627
922
$71K ﹤0.01%
+881
923
$71K ﹤0.01%
+2,440
924
$71K ﹤0.01%
+461
925
$70K ﹤0.01%
+304
35 36
37
38 39