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
1476
$12K ﹤0.01%
575
+531
1477
$12K ﹤0.01%
1,450
1478
$12K ﹤0.01%
+226
1479
$12K ﹤0.01%
+285
1480
$12K ﹤0.01%
+550
1481
$12K ﹤0.01%
331
-900
1482
$12K ﹤0.01%
496
+420
1483
$12K ﹤0.01%
167
-124
1484
$12K ﹤0.01%
383
+336
1485
$12K ﹤0.01%
86
-150
1486
$12K ﹤0.01%
287
-166
1487
$12K ﹤0.01%
800
-1,489
1488
$12K ﹤0.01%
+276
1489
$12K ﹤0.01%
175
-197
1490
$12K ﹤0.01%
+330
1491
$12K ﹤0.01%
610
-68
1492
$12K ﹤0.01%
390
-281
1493
$12K ﹤0.01%
242
-781
1494
$12K ﹤0.01%
+113
1495
$12K ﹤0.01%
+713
1496
$12K ﹤0.01%
1,750
1497
$12K ﹤0.01%
28
+6
1498
$12K ﹤0.01%
315
-435
1499
$12K ﹤0.01%
+229
1500
– –
0
58 59
60
61 62