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
926
$70K ﹤0.01%
+4,960
927
$70K ﹤0.01%
+939
928
$70K ﹤0.01%
+2,000
929
$70K ﹤0.01%
+849
930
$69K ﹤0.01%
+1,031
931
$69K ﹤0.01%
+2,700
932
$69K ﹤0.01%
+2,210
933
$68K ﹤0.01%
+577
934
$68K ﹤0.01%
+75
935
$68K ﹤0.01%
+656
936
$68K ﹤0.01%
+5,305
937
$68K ﹤0.01%
+5,550
938
$67K ﹤0.01%
1,663
-9,587
939
$67K ﹤0.01%
+1,728
940
$67K ﹤0.01%
+1,165
941
$66K ﹤0.01%
+406
942
$66K ﹤0.01%
+2,478
943
$65K ﹤0.01%
+5,632
944
$65K ﹤0.01%
+2,096
945
$65K ﹤0.01%
+2,600
946
$65K ﹤0.01%
+4,125
947
$65K ﹤0.01%
+1,100
948
$64K ﹤0.01%
+3,100
949
$64K ﹤0.01%
+5,880
950
$64K ﹤0.01%
+2,885
36 37
38
39 40