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
1576
$11K ﹤0.01%
+364
1577
$11K ﹤0.01%
+657
1578
$11K ﹤0.01%
+2,000
1579
$11K ﹤0.01%
+249
1580
$11K ﹤0.01%
+208
1581
$11K ﹤0.01%
+80
1582
$11K ﹤0.01%
+941
1583
$11K ﹤0.01%
+349
1584
$11K ﹤0.01%
+311
1585
$11K ﹤0.01%
+678
1586
$11K ﹤0.01%
+115
1587
$11K ﹤0.01%
+9
1588
$11K ﹤0.01%
+183
1589
$11K ﹤0.01%
+1,351
1590
$11K ﹤0.01%
+226
1591
$11K ﹤0.01%
+341
1592
$11K ﹤0.01%
+1,000
1593
$11K ﹤0.01%
+937
1594
$11K ﹤0.01%
+301
1595
$10K ﹤0.01%
+206
1596
$10K ﹤0.01%
+1,000
1597
$10K ﹤0.01%
+258
1598
$10K ﹤0.01%
+222
1599
$10K ﹤0.01%
+386
1600
$10K ﹤0.01%
+800
62 63
64
65 66