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
976
$58K ﹤0.01%
+1,843
977
$58K ﹤0.01%
+2,516
978
$58K ﹤0.01%
+835
979
$58K ﹤0.01%
+519
980
$57K ﹤0.01%
+516
981
$57K ﹤0.01%
+6,173
982
$56K ﹤0.01%
+3,541
983
$56K ﹤0.01%
+2,000
984
$56K ﹤0.01%
+1,201
985
$56K ﹤0.01%
+1,186
986
$56K ﹤0.01%
+2,778
987
$56K ﹤0.01%
+5,901
988
$55K ﹤0.01%
+5,343
989
$55K ﹤0.01%
+4,437
990
$55K ﹤0.01%
+2,484
991
$55K ﹤0.01%
+601
992
$55K ﹤0.01%
+904
993
$55K ﹤0.01%
+459
994
$55K ﹤0.01%
+543
995
$54K ﹤0.01%
+2,983
996
$54K ﹤0.01%
+725
997
$54K ﹤0.01%
+293
998
$54K ﹤0.01%
+1,336
999
$54K ﹤0.01%
+1,009
1000
$54K ﹤0.01%
+1,278
38 39
40
41 42