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
1426
$15K ﹤0.01%
234
-6,058
1427
$15K ﹤0.01%
15
-21
1428
$15K ﹤0.01%
823
1429
$15K ﹤0.01%
575
+529
1430
$15K ﹤0.01%
+2,550
1431
$14K ﹤0.01%
911
+258
1432
$14K ﹤0.01%
1,982
-257
1433
$14K ﹤0.01%
+2,000
1434
$14K ﹤0.01%
299
+1
1435
$14K ﹤0.01%
214
+25
1436
$14K ﹤0.01%
700
1437
$14K ﹤0.01%
+205
1438
$14K ﹤0.01%
312
+170
1439
$14K ﹤0.01%
408
-228
1440
$14K ﹤0.01%
593
-1,263
1441
$14K ﹤0.01%
500
-37
1442
$14K ﹤0.01%
737
+584
1443
$14K ﹤0.01%
+254
1444
$14K ﹤0.01%
1,333
-3,173
1445
$14K ﹤0.01%
1,974
1446
$14K ﹤0.01%
+972
1447
$14K ﹤0.01%
3,140
1448
$14K ﹤0.01%
339
-2,881
1449
$14K ﹤0.01%
+390
1450
$14K ﹤0.01%
183
-666
56 57
58
59 60