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
1326
$22K ﹤0.01%
+397
1327
$22K ﹤0.01%
+895
1328
$22K ﹤0.01%
+713
1329
$22K ﹤0.01%
+694
1330
$22K ﹤0.01%
+350
1331
$22K ﹤0.01%
+1,562
1332
$22K ﹤0.01%
+162
1333
$22K ﹤0.01%
+158
1334
$22K ﹤0.01%
+250
1335
$22K ﹤0.01%
+1,752
1336
$22K ﹤0.01%
+1,218
1337
$22K ﹤0.01%
+800
1338
$22K ﹤0.01%
+455
1339
$22K ﹤0.01%
+877
1340
$21K ﹤0.01%
+372
1341
$21K ﹤0.01%
+3,160
1342
$21K ﹤0.01%
+900
1343
$21K ﹤0.01%
+1,138
1344
$21K ﹤0.01%
+444
1345
$21K ﹤0.01%
+558
1346
$21K ﹤0.01%
+671
1347
$21K ﹤0.01%
+213
1348
$21K ﹤0.01%
+277
1349
$21K ﹤0.01%
+1,817
1350
$21K ﹤0.01%
+772
52 53
54
55 56