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
1426
$17K ﹤0.01%
+1,365
1427
$17K ﹤0.01%
+2,239
1428
$17K ﹤0.01%
+568
1429
$17K ﹤0.01%
+386
1430
$17K ﹤0.01%
+359
1431
$17K ﹤0.01%
+391
1432
$16K ﹤0.01%
+1,114
1433
$16K ﹤0.01%
+490
1434
$16K ﹤0.01%
+420
1435
$16K ﹤0.01%
+214
1436
$16K ﹤0.01%
+256
1437
$16K ﹤0.01%
+750
1438
$16K ﹤0.01%
+215
1439
$16K ﹤0.01%
+1,280
1440
$16K ﹤0.01%
+1,877
1441
$16K ﹤0.01%
+425
1442
$16K ﹤0.01%
+307
1443
$16K ﹤0.01%
+699
1444
$16K ﹤0.01%
+47
1445
$16K ﹤0.01%
+600
1446
$16K ﹤0.01%
+1,119
1447
$16K ﹤0.01%
+321
1448
$16K ﹤0.01%
+2,500
1449
$16K ﹤0.01%
+1,243
1450
$16K ﹤0.01%
+715
56 57
58
59 60