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
126
$9.09M 0.1%
254,127
+19,858
127
$8.99M 0.1%
131,598
+34,420
128
$8.88M 0.1%
350,967
+36,942
129
$8.53M 0.09%
+43,194
130
$8.38M 0.09%
+177,429
131
$8.38M 0.09%
80,792
+44,781
132
$8.35M 0.09%
79,156
+51,045
133
$8.15M 0.09%
51,358
+46,600
134
$8.01M 0.09%
247,314
+84,623
135
$7.96M 0.09%
+128,023
136
$7.84M 0.09%
113,661
+13,368
137
$7.76M 0.08%
115,172
+19,329
138
$7.76M 0.08%
+96,497
139
$7.75M 0.08%
91,027
+8,791
140
$7.6M 0.08%
5,186
+1,577
141
$7.56M 0.08%
130,072
+125,697
142
$7.51M 0.08%
134,756
+46,694
143
$7.19M 0.08%
44,519
+9,159
144
$7.08M 0.08%
134,579
+13,126
145
$7.04M 0.08%
8,920
+1,184
146
$6.99M 0.08%
139,064
+46,712
147
$6.92M 0.08%
144,368
+134,579
148
$6.85M 0.07%
79,266
+16,223
149
$6.66M 0.07%
106,278
+92,300
150
$6.56M 0.07%
43,701
-17,100
4 5
6
7 8