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
1126
$37K ﹤0.01%
+1,651
1127
$37K ﹤0.01%
+504
1128
$37K ﹤0.01%
+4,577
1129
$37K ﹤0.01%
+4,236
1130
$37K ﹤0.01%
+215
1131
$36K ﹤0.01%
+787
1132
$36K ﹤0.01%
+31
1133
$36K ﹤0.01%
+200
1134
$36K ﹤0.01%
+1,519
1135
$36K ﹤0.01%
+394
1136
$36K ﹤0.01%
+583
1137
$36K ﹤0.01%
+2,392
1138
$36K ﹤0.01%
+1,431
1139
$35K ﹤0.01%
+1,826
1140
$35K ﹤0.01%
+3,132
1141
$35K ﹤0.01%
+558
1142
$35K ﹤0.01%
+1,670
1143
$35K ﹤0.01%
+2,000
1144
$35K ﹤0.01%
+1,126
1145
$35K ﹤0.01%
+1,216
1146
$35K ﹤0.01%
+2,530
1147
$35K ﹤0.01%
+908
1148
$35K ﹤0.01%
+1,525
1149
$34K ﹤0.01%
+1,500
1150
$34K ﹤0.01%
+797
44 45
46
47 48