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
1301
$22K ﹤0.01%
971
+8
1302
$22K ﹤0.01%
1,752
1303
$22K ﹤0.01%
950
+528
1304
$22K ﹤0.01%
+419
1305
$22K ﹤0.01%
455
1306
$22K ﹤0.01%
808
+574
1307
$21K ﹤0.01%
+1,000
1308
$21K ﹤0.01%
5,453
+1,058
1309
$21K ﹤0.01%
1,035
-791
1310
$21K ﹤0.01%
657
+100
1311
$21K ﹤0.01%
369
+63
1312
$21K ﹤0.01%
250
-13
1313
$21K ﹤0.01%
+2,200
1314
$21K ﹤0.01%
412
-2,607
1315
$21K ﹤0.01%
641
-261
1316
$21K ﹤0.01%
+351
1317
$21K ﹤0.01%
506
-155
1318
$21K ﹤0.01%
226
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1319
$21K ﹤0.01%
891
-2,456
1320
$21K ﹤0.01%
210
1321
$21K ﹤0.01%
276
+97
1322
$21K ﹤0.01%
250
1323
$21K ﹤0.01%
219
-154
1324
$21K ﹤0.01%
2,000
1325
$20K ﹤0.01%
256
-12
51 52
53
54 55