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
1376
$18K ﹤0.01%
1,995
+118
1377
$18K ﹤0.01%
350
+325
1378
$18K ﹤0.01%
200
+175
1379
$18K ﹤0.01%
+89
1380
$18K ﹤0.01%
1,969
1381
$18K ﹤0.01%
628
+44
1382
$18K ﹤0.01%
1,209
+12
1383
$18K ﹤0.01%
750
-775
1384
$17K ﹤0.01%
390
-148
1385
$17K ﹤0.01%
194
-108
1386
$17K ﹤0.01%
+410
1387
$17K ﹤0.01%
532
+1
1388
$17K ﹤0.01%
330
-160
1389
$17K ﹤0.01%
750
1390
$17K ﹤0.01%
780
+115
1391
$17K ﹤0.01%
+1,100
1392
$17K ﹤0.01%
430
-508
1393
$17K ﹤0.01%
+347
1394
$17K ﹤0.01%
1,000
+907
1395
$17K ﹤0.01%
1,280
1396
$17K ﹤0.01%
700
1397
$17K ﹤0.01%
1,381
+16
1398
$17K ﹤0.01%
636
+321
1399
$17K ﹤0.01%
359
1400
$17K ﹤0.01%
593
-125
54 55
56
57 58