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
1001
$54K ﹤0.01%
+2,265
1002
$54K ﹤0.01%
+1,350
1003
$53K ﹤0.01%
+1,443
1004
$53K ﹤0.01%
+3,601
1005
$53K ﹤0.01%
+1,308
1006
$53K ﹤0.01%
+3,904
1007
$53K ﹤0.01%
+1,925
1008
$53K ﹤0.01%
+1,534
1009
$53K ﹤0.01%
+657
1010
$52K ﹤0.01%
+440
1011
$52K ﹤0.01%
+1,617
1012
$52K ﹤0.01%
+1,251
1013
$52K ﹤0.01%
+2,885
1014
$52K ﹤0.01%
+1,917
1015
$52K ﹤0.01%
+1,115
1016
$52K ﹤0.01%
+1,896
1017
$52K ﹤0.01%
+807
1018
$51K ﹤0.01%
+1,190
1019
$51K ﹤0.01%
+1,028
1020
$51K ﹤0.01%
+840
1021
$51K ﹤0.01%
+1,820
1022
$51K ﹤0.01%
+2,630
1023
$51K ﹤0.01%
+4,600
1024
$50K ﹤0.01%
+3,991
1025
$50K ﹤0.01%
+1,416
39 40
41
42 43