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
1551
$12K ﹤0.01%
+200
1552
$12K ﹤0.01%
+185
1553
$12K ﹤0.01%
+920
1554
$12K ﹤0.01%
+724
1555
$12K ﹤0.01%
+3,754
1556
$12K ﹤0.01%
+1,750
1557
$12K ﹤0.01%
+227
1558
$12K ﹤0.01%
+189
1559
$12K ﹤0.01%
+330
1560
$12K ﹤0.01%
+212
1561
– –
0
1562
$12K ﹤0.01%
+135
1563
$12K ﹤0.01%
+670
1564
$12K ﹤0.01%
+494
1565
$12K ﹤0.01%
+1,104
1566
$11K ﹤0.01%
+76
1567
$11K ﹤0.01%
+350
1568
$11K ﹤0.01%
+725
1569
$11K ﹤0.01%
+1,050
1570
$11K ﹤0.01%
+822
1571
$11K ﹤0.01%
+53
1572
$11K ﹤0.01%
+146
1573
$11K ﹤0.01%
+319
1574
$11K ﹤0.01%
+150
1575
$11K ﹤0.01%
+1,626
61 62
63
64 65