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
1251
$26K ﹤0.01%
+778
1252
$26K ﹤0.01%
+498
1253
$26K ﹤0.01%
+538
1254
$26K ﹤0.01%
+2,239
1255
$26K ﹤0.01%
+302
1256
$26K ﹤0.01%
+1,000
1257
$26K ﹤0.01%
+637
1258
$26K ﹤0.01%
+500
1259
$26K ﹤0.01%
+502
1260
$26K ﹤0.01%
+483
1261
$26K ﹤0.01%
+317
1262
$26K ﹤0.01%
+258
1263
$26K ﹤0.01%
+1,037
1264
$26K ﹤0.01%
+400
1265
$26K ﹤0.01%
+452
1266
$26K ﹤0.01%
+1,770
1267
$26K ﹤0.01%
+252
1268
$25K ﹤0.01%
+4,626
1269
$25K ﹤0.01%
+1,113
1270
$25K ﹤0.01%
+987
1271
$25K ﹤0.01%
+868
1272
$25K ﹤0.01%
+1,040
1273
$25K ﹤0.01%
+508
1274
$25K ﹤0.01%
+615
1275
$25K ﹤0.01%
+255
49 50
51
52 53