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
1401
$16K ﹤0.01%
654
+594
1402
$16K ﹤0.01%
+273
1403
$16K ﹤0.01%
129
-551
1404
$16K ﹤0.01%
+229
1405
$16K ﹤0.01%
725
+225
1406
$16K ﹤0.01%
+339
1407
$16K ﹤0.01%
2,223
1408
$16K ﹤0.01%
1,000
1409
$16K ﹤0.01%
198
-9
1410
$16K ﹤0.01%
300
-152
1411
$16K ﹤0.01%
1,243
1412
$15K ﹤0.01%
630
+378
1413
$15K ﹤0.01%
151
-292
1414
$15K ﹤0.01%
431
-369
1415
$15K ﹤0.01%
987
-252
1416
$15K ﹤0.01%
+370
1417
$15K ﹤0.01%
+248
1418
$15K ﹤0.01%
242
-542
1419
$15K ﹤0.01%
669
+204
1420
$15K ﹤0.01%
+1,875
1421
$15K ﹤0.01%
+2,125
1422
$15K ﹤0.01%
+237
1423
$15K ﹤0.01%
250
-750
1424
$15K ﹤0.01%
568
1425
$15K ﹤0.01%
461
+61
55 56
57
58 59