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
126
$9.81M 0.09%
121,731
-10,308
127
$9.75M 0.09%
147,050
+15,452
128
$9.59M 0.09%
87,401
+8,245
129
$9.53M 0.09%
244,861
-2,453
130
$9.33M 0.08%
5,239
+53
131
$9.06M 0.08%
181,952
-57,348
132
$8.94M 0.08%
43,321
+127
133
$8.78M 0.08%
133,204
-72,026
134
$8.76M 0.08%
146,250
+11,494
135
$8.69M 0.08%
88,495
+9,229
136
$8.64M 0.08%
116,840
+1,668
137
$8.63M 0.08%
81,070
-54,713
138
$8.6M 0.08%
81,162
+370
139
$8.58M 0.08%
103,388
+6,891
140
$8.54M 0.08%
51,281
-77
141
$8.46M 0.08%
47,258
+2,739
142
$8.2M 0.07%
108,148
-5,513
143
$8.08M 0.07%
320,172
+316,848
144
$7.89M 0.07%
149,013
+14,434
145
$7.58M 0.07%
87,878
-3,149
146
$7.49M 0.07%
50,468
+6,767
147
$7.34M 0.07%
158,191
+14,228
148
$7.3M 0.07%
103,417
+10,178
149
$7.25M 0.07%
64,215
-2,310
150
$7.25M 0.07%
121,769
+9,145
4 5
6
7 8