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
1501
$12K ﹤0.01%
+14
1502
$12K ﹤0.01%
3,400
1503
$12K ﹤0.01%
+500
1504
$11K ﹤0.01%
326
+325
1505
$11K ﹤0.01%
+359
1506
$11K ﹤0.01%
188
-283
1507
$11K ﹤0.01%
+456
1508
$11K ﹤0.01%
147
-109
1509
$11K ﹤0.01%
+366
1510
$11K ﹤0.01%
133
-64
1511
$11K ﹤0.01%
+327
1512
$11K ﹤0.01%
+412
1513
$11K ﹤0.01%
+481
1514
$11K ﹤0.01%
961
1515
$11K ﹤0.01%
125
-45
1516
$11K ﹤0.01%
516
-272
1517
$11K ﹤0.01%
1,450
1518
$11K ﹤0.01%
88
-93
1519
$11K ﹤0.01%
170
-147
1520
$11K ﹤0.01%
1,297
1521
$11K ﹤0.01%
153
-144
1522
$11K ﹤0.01%
1,405
-5,485
1523
$11K ﹤0.01%
677
-1,853
1524
$11K ﹤0.01%
+803
1525
$11K ﹤0.01%
75
-21
59 60
61
62 63