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
976
$59K ﹤0.01%
552
-277
977
$59K ﹤0.01%
2,562
-2,385
978
$59K ﹤0.01%
1,298
+848
979
$59K ﹤0.01%
1,812
-252,315
980
$59K ﹤0.01%
8,825
-12,395
981
$59K ﹤0.01%
3,091
+313
982
$59K ﹤0.01%
1,843
+279
983
$58K ﹤0.01%
1,499
+386
984
$58K ﹤0.01%
3,742
+141
985
$58K ﹤0.01%
2,265
986
$58K ﹤0.01%
3,816
+2,438
987
$58K ﹤0.01%
4,613
+3,913
988
$58K ﹤0.01%
4,236
989
$57K ﹤0.01%
1,282
-564
990
$56K ﹤0.01%
542
-59
991
$56K ﹤0.01%
2,700
992
$56K ﹤0.01%
6,619
+6,555
993
$56K ﹤0.01%
1,521
-13
994
$56K ﹤0.01%
4,550
-1,000
995
$56K ﹤0.01%
1,143
+433
996
$55K ﹤0.01%
1,659
-184
997
$55K ﹤0.01%
3,904
998
$55K ﹤0.01%
+2,850
999
$55K ﹤0.01%
1,004
-161
1000
$54K ﹤0.01%
+489
38 39
40
41 42