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
1051
$47K ﹤0.01%
758
-614
1052
$46K ﹤0.01%
3,010
-2,510
1053
$46K ﹤0.01%
505
-1,183
1054
$46K ﹤0.01%
3,479
-3,092
1055
$46K ﹤0.01%
3,123
+731
1056
$46K ﹤0.01%
9,840
1057
$46K ﹤0.01%
1,630
-848
1058
$46K ﹤0.01%
3,760
-57
1059
$46K ﹤0.01%
+2,000
1060
$45K ﹤0.01%
2,793
-748
1061
$45K ﹤0.01%
1,710
-935
1062
$45K ﹤0.01%
1,252
-170
1063
$45K ﹤0.01%
5,225
+3,125
1064
$45K ﹤0.01%
1,907
-345
1065
$44K ﹤0.01%
387
-53
1066
$44K ﹤0.01%
6,587
+887
1067
$44K ﹤0.01%
935
+384
1068
$44K ﹤0.01%
730
-77
1069
$43K ﹤0.01%
+1,018
1070
$43K ﹤0.01%
1,749
-2,447
1071
$43K ﹤0.01%
5,500
-2,987
1072
$43K ﹤0.01%
7,996
+2,086
1073
$43K ﹤0.01%
930
+456
1074
$43K ﹤0.01%
+1,012
1075
$42K ﹤0.01%
1,650
41 42
43
44 45