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
1101
$41K ﹤0.01%
+1,400
1102
$40K ﹤0.01%
+849
1103
$40K ﹤0.01%
+1,650
1104
$40K ﹤0.01%
+4,279
1105
$40K ﹤0.01%
+1,000
1106
$40K ﹤0.01%
+1,572
1107
$40K ﹤0.01%
+2,835
1108
$40K ﹤0.01%
+1,429
1109
$40K ﹤0.01%
+672
1110
$39K ﹤0.01%
+1,217
1111
$39K ﹤0.01%
+3,850
1112
$39K ﹤0.01%
+862
1113
$39K ﹤0.01%
+1,500
1114
$39K ﹤0.01%
+252
1115
$39K ﹤0.01%
+500
1116
$39K ﹤0.01%
+3,612
1117
$39K ﹤0.01%
+647
1118
$39K ﹤0.01%
+2,250
1119
$38K ﹤0.01%
+950
1120
$38K ﹤0.01%
+443
1121
$38K ﹤0.01%
+445
1122
$38K ﹤0.01%
+2,645
1123
$38K ﹤0.01%
+14,323
1124
$38K ﹤0.01%
+2,050
1125
$37K ﹤0.01%
+1,300
43 44
45
46 47