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
1026
$50K ﹤0.01%
+5,567
1027
$50K ﹤0.01%
+1,000
1028
$49K ﹤0.01%
+563
1029
$49K ﹤0.01%
+496
1030
$49K ﹤0.01%
+2,570
1031
$49K ﹤0.01%
+2,283
1032
$49K ﹤0.01%
+2,252
1033
$49K ﹤0.01%
+2,753
1034
$49K ﹤0.01%
+2,500
1035
$49K ﹤0.01%
+1,651
1036
$48K ﹤0.01%
+887
1037
$48K ﹤0.01%
+3,394
1038
$48K ﹤0.01%
+1,097
1039
$48K ﹤0.01%
+2,034
1040
$48K ﹤0.01%
+555
1041
$48K ﹤0.01%
+2,878
1042
$47K ﹤0.01%
+529
1043
$47K ﹤0.01%
+846
1044
$47K ﹤0.01%
+1,231
1045
$47K ﹤0.01%
+1,043
1046
$47K ﹤0.01%
+898
1047
$47K ﹤0.01%
+793
1048
$47K ﹤0.01%
+432
1049
$46K ﹤0.01%
+603
1050
$46K ﹤0.01%
+3,488
40 41
42
43 44