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
1351
$21K ﹤0.01%
+963
1352
$21K ﹤0.01%
+197
1353
$21K ﹤0.01%
+570
1354
$20K ﹤0.01%
+268
1355
$20K ﹤0.01%
+1,549
1356
$20K ﹤0.01%
+1,771
1357
$20K ﹤0.01%
+375
1358
$20K ﹤0.01%
+1,059
1359
$20K ﹤0.01%
+565
1360
$20K ﹤0.01%
+687
1361
$20K ﹤0.01%
+372
1362
$20K ﹤0.01%
+249
1363
$20K ﹤0.01%
+344
1364
$20K ﹤0.01%
+1,357
1365
$20K ﹤0.01%
+143
1366
$20K ﹤0.01%
+210
1367
$20K ﹤0.01%
+399
1368
$20K ﹤0.01%
+339
1369
$20K ﹤0.01%
+22
1370
$20K ﹤0.01%
+538
1371
$20K ﹤0.01%
+718
1372
$20K ﹤0.01%
+651
1373
$19K ﹤0.01%
+500
1374
$19K ﹤0.01%
+1,135
1375
$19K ﹤0.01%
+1,227
53 54
55
56 57