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
1226
$27K ﹤0.01%
+1,544
1227
$27K ﹤0.01%
+2,000
1228
$27K ﹤0.01%
506
-8
1229
$27K ﹤0.01%
287
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1230
$27K ﹤0.01%
2,015
1231
$27K ﹤0.01%
1,802
+1,337
1232
$27K ﹤0.01%
1,430
+4
1233
$27K ﹤0.01%
1,461
+30
1234
$27K ﹤0.01%
898
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1235
$27K ﹤0.01%
1,307
-63
1236
$26K ﹤0.01%
606
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1237
$26K ﹤0.01%
447
1238
$26K ﹤0.01%
1,549
1239
$26K ﹤0.01%
+1,166
1240
$26K ﹤0.01%
320
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1241
$26K ﹤0.01%
129
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1242
$26K ﹤0.01%
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1243
$26K ﹤0.01%
957
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1244
$26K ﹤0.01%
517
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1245
$26K ﹤0.01%
486
1246
$26K ﹤0.01%
609
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1247
$25K ﹤0.01%
434
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1248
$25K ﹤0.01%
586
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1249
$25K ﹤0.01%
1,038
1250
$25K ﹤0.01%
469
-393
48 49
50
51 52