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
1076
$42K ﹤0.01%
1,566
+794
1077
$42K ﹤0.01%
2,904
-111
1078
$42K ﹤0.01%
1,400
1079
$41K ﹤0.01%
2,835
1080
$41K ﹤0.01%
923
-2
1081
$41K ﹤0.01%
1,630
-21
1082
$41K ﹤0.01%
+1,000
1083
$41K ﹤0.01%
909
+156
1084
$41K ﹤0.01%
389
-5
1085
$41K ﹤0.01%
3,549
+1,015
1086
$41K ﹤0.01%
+906
1087
$41K ﹤0.01%
3,612
1088
$41K ﹤0.01%
1,552
+972
1089
$40K ﹤0.01%
2,817
-1,174
1090
$40K ﹤0.01%
241
-1,904
1091
$40K ﹤0.01%
647
+320
1092
$40K ﹤0.01%
904
-480
1093
$40K ﹤0.01%
500
1094
$39K ﹤0.01%
+2,100
1095
$39K ﹤0.01%
950
1096
$39K ﹤0.01%
4,577
1097
$39K ﹤0.01%
1,586
+305
1098
$39K ﹤0.01%
646
+209
1099
$39K ﹤0.01%
266
-33
1100
$39K ﹤0.01%
1,887
-597
42 43
44
45 46