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
1451
$14K ﹤0.01%
94
+18
1452
$14K ﹤0.01%
+278
1453
$14K ﹤0.01%
2,032
1454
$14K ﹤0.01%
299
-137
1455
$14K ﹤0.01%
256
+147
1456
$14K ﹤0.01%
790
-1,139
1457
$14K ﹤0.01%
384
+199
1458
$13K ﹤0.01%
1,205
-2,645
1459
$13K ﹤0.01%
344
1460
$13K ﹤0.01%
175
-151
1461
$13K ﹤0.01%
+500
1462
$13K ﹤0.01%
+235
1463
$13K ﹤0.01%
182
1464
$13K ﹤0.01%
1,270
+270
1465
$13K ﹤0.01%
+347
1466
$13K ﹤0.01%
359
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1467
$13K ﹤0.01%
195
1468
$13K ﹤0.01%
250
1469
$13K ﹤0.01%
165
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1470
$13K ﹤0.01%
355
+25
1471
$13K ﹤0.01%
2,859
-258
1472
$13K ﹤0.01%
500
+477
1473
$13K ﹤0.01%
720
-2,158
1474
$12K ﹤0.01%
350
1475
$12K ﹤0.01%
128
+46
57 58
59
60 61