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
76
$18.8M 0.17%
167,478
-952
77
$18.8M 0.17%
380,583
+84,513
78
$18.8M 0.17%
392,833
+69,751
79
$18.6M 0.17%
222,924
-9,384
80
$18.6M 0.17%
178,473
+12,547
81
$18.4M 0.17%
153,923
+5,447
82
$18.4M 0.17%
223,927
+17,435
83
$18.4M 0.17%
302,977
+20,238
84
$17.8M 0.16%
346,392
-5,585
85
$17.6M 0.16%
560,938
+33,234
86
$16.3M 0.15%
306,028
+4,525
87
$16.1M 0.15%
98,117
+20,267
88
$16.1M 0.15%
205,939
-6,049
89
$15.9M 0.15%
115,999
-1,681
90
$15.9M 0.14%
600,600
-159,066
91
$15.8M 0.14%
302,247
+12,354
92
$15.2M 0.14%
179,941
+5,513
93
$15.2M 0.14%
164,183
-5,763
94
$14.9M 0.14%
342,373
-66,162
95
$14.8M 0.13%
271,830
-73,925
96
$14.7M 0.13%
89,508
+16,070
97
$14.6M 0.13%
112,736
-651
98
$13.8M 0.13%
176,294
+5,478
99
$13.8M 0.13%
63,885
+16,612
100
$13.6M 0.12%
69,903
+1,852
2 3
4
5 6