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
1201
$30K ﹤0.01%
+2,534
1202
$30K ﹤0.01%
+369
1203
$30K ﹤0.01%
+845
1204
$30K ﹤0.01%
+324
1205
$30K ﹤0.01%
+425
1206
$30K ﹤0.01%
+489
1207
$30K ﹤0.01%
+1,426
1208
$30K ﹤0.01%
+750
1209
$30K ﹤0.01%
+274
1210
$30K ﹤0.01%
+775
1211
$30K ﹤0.01%
+1,611
1212
$29K ﹤0.01%
+1,230
1213
$29K ﹤0.01%
+6,603
1214
$29K ﹤0.01%
+390
1215
$29K ﹤0.01%
+437
1216
$29K ﹤0.01%
+977
1217
$29K ﹤0.01%
+1,199
1218
$29K ﹤0.01%
+236
1219
$29K ﹤0.01%
+5,910
1220
$29K ﹤0.01%
+2,289
1221
$29K ﹤0.01%
+701
1222
$29K ﹤0.01%
+275
1223
$29K ﹤0.01%
+3,600
1224
$29K ﹤0.01%
+486
1225
$29K ﹤0.01%
+420
47 48
49
50 51