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
101
$12.7M 0.14%
68,051
+17,583
102
$12.5M 0.14%
32,791
+8,950
103
$12.1M 0.13%
+248,033
104
$11.9M 0.13%
308,360
+245,840
105
$11.8M 0.13%
239,300
+191,267
106
$11.8M 0.13%
73,438
+24,887
107
$11.6M 0.13%
98,747
+33,677
108
$11.4M 0.12%
77,850
+45,096
109
$11.1M 0.12%
+116,136
110
$10.9M 0.12%
70,090
+65,292
111
$10.8M 0.12%
+98,421
112
$10.7M 0.12%
294,868
+124,454
113
$10.7M 0.12%
+97,434
114
$10.6M 0.12%
223,979
+33,465
115
$10.4M 0.11%
+163,167
116
$10.4M 0.11%
249,793
+231,256
117
$10.3M 0.11%
268,422
+4,309
118
$10.2M 0.11%
200,482
+73,004
119
$10.1M 0.11%
+207,762
120
$9.95M 0.11%
127,575
+110,807
121
$9.71M 0.11%
+47,273
122
$9.67M 0.1%
72,687
+54,577
123
$9.66M 0.1%
271,570
+30,469
124
$9.64M 0.1%
132,039
+18,935
125
$9.19M 0.1%
129,005
+46,010
3 4
5
6 7