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
76
$17.9M 0.19%
155,555
+108,204
77
$17.9M 0.19%
+345,755
78
$17.8M 0.19%
211,988
+59,585
79
$17.4M 0.19%
168,430
+59,066
80
$17.2M 0.19%
+163,196
81
$17M 0.18%
+408,535
82
$16.9M 0.18%
527,704
+512,681
83
$16.8M 0.18%
+165,926
84
$16.6M 0.18%
549,806
+218,912
85
$16.5M 0.18%
148,476
+56,929
86
$15.9M 0.17%
282,739
+154,373
87
$15.9M 0.17%
117,680
+111,197
88
$15.9M 0.17%
169,946
+164,802
89
$15M 0.16%
135,783
+6,946
90
$14.7M 0.16%
+174,428
91
$14.7M 0.16%
206,492
+119,054
92
$14.6M 0.16%
+301,503
93
$14.6M 0.16%
+296,070
94
$14.4M 0.16%
289,893
+109,527
95
$14.1M 0.15%
205,230
+55,404
96
$13.8M 0.15%
113,387
+110,287
97
$13.7M 0.15%
+323,082
98
$13.5M 0.15%
170,816
+55,588
99
$13.3M 0.14%
241,511
+42,601
100
$12.9M 0.14%
95,856
+86,075
2 3
4
5 6