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
926
$73K ﹤0.01%
4,823
927
$72K ﹤0.01%
2,488
+1,715
928
$72K ﹤0.01%
2,185
+433
929
$72K ﹤0.01%
786
-456
930
$72K ﹤0.01%
+4,000
931
$71K ﹤0.01%
656
932
$71K ﹤0.01%
2,429
+1,913
933
$70K ﹤0.01%
438
+4
934
$70K ﹤0.01%
2,529
-564
935
$70K ﹤0.01%
10,961
+4,341
936
$70K ﹤0.01%
3,010
-911
937
$69K ﹤0.01%
172
+4
938
$69K ﹤0.01%
1,599
+1,588
939
$69K ﹤0.01%
1,705
-313
940
$69K ﹤0.01%
2,130
-230
941
$69K ﹤0.01%
26,851
-8,256
942
$68K ﹤0.01%
1,142
-296
943
$68K ﹤0.01%
1,356
-800
944
$68K ﹤0.01%
645
+149
945
$68K ﹤0.01%
5,437
+1,000
946
$67K ﹤0.01%
+9,131
947
$67K ﹤0.01%
970
-61
948
$66K ﹤0.01%
3,704
-3,312
949
$66K ﹤0.01%
5,880
950
$66K ﹤0.01%
+2,221
36 37
38
39 40