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
1551
$10K ﹤0.01%
280
1552
$10K ﹤0.01%
674
1553
$10K ﹤0.01%
200
-12
1554
$10K ﹤0.01%
937
1555
$10K ﹤0.01%
+520
1556
$10K ﹤0.01%
917
1557
$10K ﹤0.01%
437
-57
1558
$10K ﹤0.01%
1,343
+1,324
1559
$9K ﹤0.01%
+708
1560
$9K ﹤0.01%
230
+214
1561
$9K ﹤0.01%
+259
1562
$9K ﹤0.01%
1,604
-568
1563
$9K ﹤0.01%
385
+52
1564
$9K ﹤0.01%
196
-74
1565
$9K ﹤0.01%
+500
1566
$9K ﹤0.01%
489
-252
1567
$9K ﹤0.01%
811
1568
$9K ﹤0.01%
+800
1569
$9K ﹤0.01%
107
1570
$9K ﹤0.01%
+215
1571
$9K ﹤0.01%
202
-207
1572
$9K ﹤0.01%
2,543
+1,367
1573
$9K ﹤0.01%
+569
1574
$9K ﹤0.01%
231
1575
$9K ﹤0.01%
+381
61 62
63
64 65