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
101
$13.6M 0.12%
262,745
+21,234
102
$13.5M 0.12%
252,328
+4,295
103
$13.2M 0.12%
90,212
-5,644
104
$12.6M 0.11%
303,200
-5,160
105
$12.5M 0.11%
70,799
+709
106
$12.4M 0.11%
344,201
+49,333
107
$12.1M 0.11%
31,572
-1,219
108
$11.8M 0.11%
98,214
-533
109
$11.6M 0.11%
166,250
+3,083
110
$11.4M 0.1%
141,467
+12,462
111
$11.4M 0.1%
241,092
+17,113
112
$11.4M 0.1%
218,820
+11,058
113
$11.2M 0.1%
93,999
-4,422
114
$11.1M 0.1%
175,633
+45,561
115
$11M 0.1%
246,624
-21,798
116
$11M 0.1%
99,181
+1,747
117
$10.9M 0.1%
77,880
+5,193
118
$10.7M 0.1%
213,665
+36,236
119
$10.7M 0.1%
252,777
+2,984
120
$10.5M 0.1%
187,724
-12,758
121
$10.4M 0.1%
150,672
-115,830
122
$10.3M 0.09%
262,708
-8,862
123
$10.1M 0.09%
113,943
-13,632
124
$9.82M 0.09%
413,904
+224,495
125
$9.81M 0.09%
128,230
+42,560
3 4
5
6 7