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
1376
$19K ﹤0.01%
+260
1377
$19K ﹤0.01%
+463
1378
$19K ﹤0.01%
+636
1379
$19K ﹤0.01%
+291
1380
$19K ﹤0.01%
+788
1381
$19K ﹤0.01%
+263
1382
$19K ﹤0.01%
+217
1383
$19K ﹤0.01%
+193
1384
$19K ﹤0.01%
+1,378
1385
$19K ﹤0.01%
+450
1386
$19K ﹤0.01%
+181
1387
$19K ﹤0.01%
+657
1388
$19K ﹤0.01%
+2,000
1389
$19K ﹤0.01%
+1,000
1390
$19K ﹤0.01%
+338
1391
$19K ﹤0.01%
+552
1392
$19K ﹤0.01%
+2,000
1393
$18K ﹤0.01%
+4,395
1394
$18K ﹤0.01%
+459
1395
$18K ﹤0.01%
+409
1396
$18K ﹤0.01%
+500
1397
$18K ﹤0.01%
+327
1398
$18K ﹤0.01%
+773
1399
$18K ﹤0.01%
+575
1400
$18K ﹤0.01%
+2,100
54 55
56
57 58