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
1126
$37K ﹤0.01%
+1,471
1127
$37K ﹤0.01%
1,586
+598
1128
$37K ﹤0.01%
630
+4
1129
$36K ﹤0.01%
1,062
-238
1130
$36K ﹤0.01%
1,000
-829
1131
$36K ﹤0.01%
1,500
1132
$36K ﹤0.01%
+1,750
1133
$36K ﹤0.01%
1,511
-1,321
1134
$36K ﹤0.01%
2,370
1135
$36K ﹤0.01%
1,000
1136
$36K ﹤0.01%
761
+631
1137
$36K ﹤0.01%
1,600
-11
1138
$35K ﹤0.01%
579
+566
1139
$35K ﹤0.01%
1,680
-520
1140
$35K ﹤0.01%
1,970
1141
$35K ﹤0.01%
582
+2
1142
$35K ﹤0.01%
384
-273
1143
$35K ﹤0.01%
489
1144
$35K ﹤0.01%
2,312
+1,967
1145
$35K ﹤0.01%
373
-170
1146
$34K ﹤0.01%
+975
1147
$34K ﹤0.01%
3,155
+23
1148
$34K ﹤0.01%
893
-1,770
1149
$34K ﹤0.01%
1,267
+719
1150
$34K ﹤0.01%
699
+600
44 45
46
47 48