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
1201
$29K ﹤0.01%
187
-390
1202
$29K ﹤0.01%
538
+94
1203
$29K ﹤0.01%
1,400
-1,009
1204
$29K ﹤0.01%
1,042
-875
1205
$29K ﹤0.01%
1,852
+1,722
1206
$29K ﹤0.01%
285
-83
1207
$29K ﹤0.01%
1,857
+40
1208
$28K ﹤0.01%
150
+140
1209
$28K ﹤0.01%
3,800
-4,395
1210
$28K ﹤0.01%
437
-398
1211
$28K ﹤0.01%
+618
1212
$28K ﹤0.01%
+1,320
1213
$28K ﹤0.01%
804
-129
1214
$28K ﹤0.01%
950
1215
$28K ﹤0.01%
446
+153
1216
$28K ﹤0.01%
2,477
-104
1217
$28K ﹤0.01%
712
-203
1218
$27K ﹤0.01%
982
+104
1219
$27K ﹤0.01%
+3,800
1220
$27K ﹤0.01%
890
+851
1221
$27K ﹤0.01%
520
-847
1222
$27K ﹤0.01%
1,285
1223
$27K ﹤0.01%
198
-910
1224
$27K ﹤0.01%
978
-132
1225
$27K ﹤0.01%
978
+162
47 48
49
50 51