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
951
$66K ﹤0.01%
822
-392
952
$66K ﹤0.01%
354
+139
953
$65K ﹤0.01%
4,670
+2,958
954
$65K ﹤0.01%
1,730
+287
955
$65K ﹤0.01%
+2,808
956
$65K ﹤0.01%
1,312
+62
957
$65K ﹤0.01%
3,798
958
$65K ﹤0.01%
1,182
-459
959
$64K ﹤0.01%
803
-170
960
$64K ﹤0.01%
2,637
+967
961
$64K ﹤0.01%
1,308
+1,134
962
$64K ﹤0.01%
1,230
-134
963
$63K ﹤0.01%
5,500
964
$63K ﹤0.01%
1,992
-460
965
$63K ﹤0.01%
573
+318
966
$63K ﹤0.01%
602
-826
967
$63K ﹤0.01%
14,323
968
$63K ﹤0.01%
1,524
+408
969
$62K ﹤0.01%
470
-632
970
$62K ﹤0.01%
+1,650
971
$62K ﹤0.01%
431
-73
972
$61K ﹤0.01%
696
-1,306
973
$61K ﹤0.01%
+1,014
974
$60K ﹤0.01%
2,000
975
$60K ﹤0.01%
1,100
37 38
39
40 41