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
1026
$51K ﹤0.01%
+7,007
1027
$51K ﹤0.01%
1,862
-2,162
1028
$51K ﹤0.01%
+2,030
1029
$51K ﹤0.01%
696
+271
1030
$51K ﹤0.01%
2,850
+600
1031
$50K ﹤0.01%
156
+1
1032
$50K ﹤0.01%
1,435
-182
1033
$50K ﹤0.01%
1,186
1034
$50K ﹤0.01%
563
1035
$50K ﹤0.01%
420
-99
1036
$50K ﹤0.01%
+2,000
1037
$49K ﹤0.01%
1,236
-1,380
1038
$49K ﹤0.01%
7,425
-197
1039
$49K ﹤0.01%
+1,500
1040
$49K ﹤0.01%
450
-9
1041
$49K ﹤0.01%
720
+73
1042
$48K ﹤0.01%
233
-77
1043
$48K ﹤0.01%
23
-297
1044
$48K ﹤0.01%
250
-13
1045
$48K ﹤0.01%
5,901
1046
$48K ﹤0.01%
3,245
-1,762
1047
$48K ﹤0.01%
1,840
-56
1048
$48K ﹤0.01%
2,551
-118
1049
$47K ﹤0.01%
2,114
-486
1050
$47K ﹤0.01%
+1,596
40 41
42
43 44