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
1051
$46K ﹤0.01%
+791
1052
$46K ﹤0.01%
+1,422
1053
$46K ﹤0.01%
+7,622
1054
$46K ﹤0.01%
+188
1055
$46K ﹤0.01%
+1,023
1056
$46K ﹤0.01%
+9,840
1057
$46K ﹤0.01%
+5,649
1058
$46K ﹤0.01%
+925
1059
$46K ﹤0.01%
+1,662
1060
$46K ﹤0.01%
+1,109
1061
$45K ﹤0.01%
+155
1062
$45K ﹤0.01%
+4,096
1063
$45K ﹤0.01%
+938
1064
$45K ﹤0.01%
+1,160
1065
$45K ﹤0.01%
+1,604
1066
$45K ﹤0.01%
+916
1067
$45K ﹤0.01%
+2,344
1068
$44K ﹤0.01%
+4,506
1069
$44K ﹤0.01%
+2,409
1070
$44K ﹤0.01%
+784
1071
$44K ﹤0.01%
+817
1072
$44K ﹤0.01%
+1,752
1073
$44K ﹤0.01%
+4,400
1074
$44K ﹤0.01%
+1,232
1075
$44K ﹤0.01%
+917
41 42
43
44 45