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
1526
$11K ﹤0.01%
168
-504
1527
$11K ﹤0.01%
337
-551
1528
$11K ﹤0.01%
1,000
1529
$11K ﹤0.01%
100
1530
$10K ﹤0.01%
215
-331
1531
$10K ﹤0.01%
474
+179
1532
$10K ﹤0.01%
1,300
-1,860
1533
$10K ﹤0.01%
200
1534
$10K ﹤0.01%
+780
1535
$10K ﹤0.01%
+275
1536
$10K ﹤0.01%
+289
1537
$10K ﹤0.01%
+503
1538
$10K ﹤0.01%
+500
1539
$10K ﹤0.01%
288
+250
1540
$10K ﹤0.01%
890
+386
1541
$10K ﹤0.01%
700
1542
$10K ﹤0.01%
700
1543
$10K ﹤0.01%
498
-22
1544
$10K ﹤0.01%
+178
1545
$10K ﹤0.01%
121
-128
1546
$10K ﹤0.01%
+302
1547
$10K ﹤0.01%
+300
1548
$10K ﹤0.01%
758
-162
1549
$10K ﹤0.01%
312
-36
1550
$10K ﹤0.01%
300
+134
60 61
62
63 64