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
1276
$23K ﹤0.01%
554
+310
1277
$23K ﹤0.01%
300
-90
1278
$23K ﹤0.01%
465
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1279
$23K ﹤0.01%
838
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1280
$23K ﹤0.01%
236
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1281
$23K ﹤0.01%
+375
1282
$23K ﹤0.01%
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1283
$23K ﹤0.01%
266
-11
1284
$23K ﹤0.01%
1,761
-9
1285
$23K ﹤0.01%
2,000
1286
$23K ﹤0.01%
+390
1287
$23K ﹤0.01%
735
-19
1288
$22K ﹤0.01%
375
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1289
$22K ﹤0.01%
193
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1290
$22K ﹤0.01%
1,219
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$22K ﹤0.01%
375
1292
$22K ﹤0.01%
906
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1293
$22K ﹤0.01%
713
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1294
$22K ﹤0.01%
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1295
$22K ﹤0.01%
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1296
$22K ﹤0.01%
+210
1297
$22K ﹤0.01%
1,751
-246
1298
$22K ﹤0.01%
+1,000
1299
$22K ﹤0.01%
+325
1300
$22K ﹤0.01%
144
-15
50 51
52
53 54