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
1351
$19K ﹤0.01%
557
-607
1352
$19K ﹤0.01%
1,104
+574
1353
$19K ﹤0.01%
+500
1354
$19K ﹤0.01%
540
-25
1355
$19K ﹤0.01%
+358
1356
$19K ﹤0.01%
1,480
-1,100
1357
$19K ﹤0.01%
560
+2
1358
$19K ﹤0.01%
221
-22
1359
$19K ﹤0.01%
425
1360
$19K ﹤0.01%
340
+2
1361
$19K ﹤0.01%
+444
1362
$19K ﹤0.01%
772
+720
1363
$19K ﹤0.01%
2,500
1364
$19K ﹤0.01%
1,498
+1,198
1365
$19K ﹤0.01%
697
+127
1366
$19K ﹤0.01%
+1,471
1367
$19K ﹤0.01%
225
-1,244
1368
$18K ﹤0.01%
1,138
1369
$18K ﹤0.01%
900
+725
1370
$18K ﹤0.01%
554
+36
1371
$18K ﹤0.01%
231
+47
1372
$18K ﹤0.01%
397
1373
$18K ﹤0.01%
200
+109
1374
$18K ﹤0.01%
2,045
+358
1375
$18K ﹤0.01%
203
53 54
55
56 57