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
1451
$16K ﹤0.01%
+3,117
1452
$16K ﹤0.01%
+436
1453
$16K ﹤0.01%
+516
1454
$15K ﹤0.01%
+162
1455
$15K ﹤0.01%
+347
1456
$15K ﹤0.01%
+319
1457
$15K ﹤0.01%
+518
1458
$15K ﹤0.01%
+151
1459
$15K ﹤0.01%
+197
1460
$15K ﹤0.01%
+945
1461
$15K ﹤0.01%
+306
1462
$15K ﹤0.01%
+218
1463
$15K ﹤0.01%
+1,974
1464
$15K ﹤0.01%
+700
1465
$15K ﹤0.01%
+453
1466
$15K ﹤0.01%
+1,687
1467
$15K ﹤0.01%
+2,223
1468
$15K ﹤0.01%
+792
1469
$15K ﹤0.01%
+293
1470
$15K ﹤0.01%
+580
1471
$15K ﹤0.01%
+298
1472
$15K ﹤0.01%
+667
1473
$15K ﹤0.01%
+237
1474
$15K ﹤0.01%
+1,969
1475
$15K ﹤0.01%
+584
57 58
59
60 61