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
1101
$39K ﹤0.01%
3,141
-7,015
1102
$39K ﹤0.01%
884
-159
1103
$39K ﹤0.01%
1,859
+466
1104
$39K ﹤0.01%
1,384
-188
1105
$38K ﹤0.01%
2,184
+1,049
1106
$38K ﹤0.01%
2,939
-1,157
1107
$38K ﹤0.01%
1,035
+535
1108
$38K ﹤0.01%
721
+3
1109
$38K ﹤0.01%
867
-538
1110
$38K ﹤0.01%
653
-4,945
1111
$38K ﹤0.01%
+1,344
1112
$38K ﹤0.01%
3,608
+8
1113
$38K ﹤0.01%
1,285
-319
1114
$38K ﹤0.01%
+6,000
1115
$37K ﹤0.01%
709
-78
1116
$37K ﹤0.01%
673
-355
1117
$37K ﹤0.01%
582
+355
1118
$37K ﹤0.01%
1,164
-7,473
1119
$37K ﹤0.01%
596
+196
1120
$37K ﹤0.01%
360
+167
1121
$37K ﹤0.01%
2,000
1122
$37K ﹤0.01%
+1,400
1123
$37K ﹤0.01%
1,169
-47
1124
$37K ﹤0.01%
+1,308
1125
$37K ﹤0.01%
845
-883
43 44
45
46 47