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
1151
$34K ﹤0.01%
796
-319
1152
$34K ﹤0.01%
2,000
1153
$34K ﹤0.01%
1,303
+15
1154
$34K ﹤0.01%
3,911
-108
1155
$33K ﹤0.01%
+2,210
1156
$33K ﹤0.01%
1,910
+3
1157
$33K ﹤0.01%
981
-435
1158
$33K ﹤0.01%
3,880
+3,530
1159
$33K ﹤0.01%
1,875
+518
1160
$33K ﹤0.01%
1,067
-362
1161
$32K ﹤0.01%
3,920
-1,072
1162
$32K ﹤0.01%
+3,894
1163
$32K ﹤0.01%
1,000
-49
1164
$32K ﹤0.01%
465
-1,086
1165
$32K ﹤0.01%
1,450
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1166
$32K ﹤0.01%
433
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1167
$32K ﹤0.01%
233
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1168
$32K ﹤0.01%
814
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1169
$32K ﹤0.01%
1,720
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1170
$32K ﹤0.01%
956
1171
$32K ﹤0.01%
645
+155
1172
$32K ﹤0.01%
+604
1173
$32K ﹤0.01%
286
+34
1174
$31K ﹤0.01%
327
-309
1175
$31K ﹤0.01%
6,603
45 46
47
48 49