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
1176
$31K ﹤0.01%
1,000
-105
1177
$31K ﹤0.01%
1,630
-21
1178
$31K ﹤0.01%
918
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1179
$31K ﹤0.01%
65
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1180
$31K ﹤0.01%
865
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1181
$31K ﹤0.01%
1,000
-37
1182
$31K ﹤0.01%
395
1183
$31K ﹤0.01%
2,625
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1184
$30K ﹤0.01%
709
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1185
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662
1186
$30K ﹤0.01%
1,119
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1187
$30K ﹤0.01%
478
1188
$30K ﹤0.01%
1,022
1189
$30K ﹤0.01%
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1190
$30K ﹤0.01%
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1191
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1193
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1,539
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1194
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1195
$29K ﹤0.01%
+2,000
1196
$29K ﹤0.01%
532
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1197
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761
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1198
$29K ﹤0.01%
558
1199
$29K ﹤0.01%
+1,881
1200
$29K ﹤0.01%
2,000
+500
46 47
48
49 50