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
1601
$10K ﹤0.01%
+448
1602
$10K ﹤0.01%
+157
1603
$10K ﹤0.01%
+260
1604
$10K ﹤0.01%
+28
1605
$10K ﹤0.01%
+434
1606
$10K ﹤0.01%
+369
1607
$10K ﹤0.01%
+600
1608
$10K ﹤0.01%
+130
1609
$10K ﹤0.01%
+700
1610
$10K ﹤0.01%
+3,000
1611
$10K ﹤0.01%
+700
1612
$10K ﹤0.01%
+302
1613
$10K ﹤0.01%
+1,450
1614
$10K ﹤0.01%
+267
1615
$10K ﹤0.01%
+240
1616
$10K ﹤0.01%
+266
1617
$10K ﹤0.01%
+356
1618
$10K ﹤0.01%
+441
1619
$10K ﹤0.01%
+255
1620
$10K ﹤0.01%
+148
1621
$10K ﹤0.01%
+348
1622
$10K ﹤0.01%
+262
1623
$10K ﹤0.01%
+219
1624
$10K ﹤0.01%
+193
1625
$10K ﹤0.01%
+197
63 64
65
66 67