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
1501
$14K ﹤0.01%
+632
1502
$14K ﹤0.01%
+400
1503
$14K ﹤0.01%
+741
1504
$14K ﹤0.01%
+179
1505
$14K ﹤0.01%
+823
1506
$14K ﹤0.01%
+800
1507
$14K ﹤0.01%
+3,400
1508
$13K ﹤0.01%
+296
1509
$13K ﹤0.01%
+116
1510
$13K ﹤0.01%
+700
1511
$13K ﹤0.01%
+344
1512
$13K ﹤0.01%
+455
1513
$13K ﹤0.01%
+153
1514
$13K ﹤0.01%
+465
1515
$13K ﹤0.01%
+1,297
1516
$13K ﹤0.01%
+333
1517
$13K ﹤0.01%
+398
1518
$13K ﹤0.01%
+195
1519
$13K ﹤0.01%
+518
1520
$13K ﹤0.01%
+800
1521
$13K ﹤0.01%
+612
1522
$13K ﹤0.01%
+122
1523
$13K ﹤0.01%
+742
1524
$13K ﹤0.01%
+619
1525
$13K ﹤0.01%
+96
59 60
61
62 63