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
1326
$20K ﹤0.01%
1,229
+610
1327
$20K ﹤0.01%
732
-1,099
1328
$20K ﹤0.01%
+427
1329
$20K ﹤0.01%
+817
1330
$20K ﹤0.01%
+900
1331
$20K ﹤0.01%
679
-210
1332
$20K ﹤0.01%
690
-23
1333
$20K ﹤0.01%
1,090
1334
$20K ﹤0.01%
2,500
-1,779
1335
$20K ﹤0.01%
+532
1336
$20K ﹤0.01%
168
-90
1337
$20K ﹤0.01%
834
-1,200
1338
$20K ﹤0.01%
1,063
+263
1339
$20K ﹤0.01%
538
-370
1340
$20K ﹤0.01%
338
-250
1341
$20K ﹤0.01%
1,544
-18
1342
$20K ﹤0.01%
326
+208
1343
$20K ﹤0.01%
667
1344
$20K ﹤0.01%
676
-986
1345
$19K ﹤0.01%
850
-380
1346
$19K ﹤0.01%
215
-1,407
1347
$19K ﹤0.01%
311
-61
1348
$19K ﹤0.01%
1,778
+1,513
1349
$19K ﹤0.01%
500
-250
1350
$19K ﹤0.01%
3,266
-1,360
52 53
54
55 56