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
1601
$8K ﹤0.01%
234
+195
1602
$8K ﹤0.01%
184
+101
1603
$8K ﹤0.01%
+316
1604
$8K ﹤0.01%
150
-169
1605
$8K ﹤0.01%
35
-25
1606
$8K ﹤0.01%
263
-111
1607
$8K ﹤0.01%
288
1608
$8K ﹤0.01%
261
-20
1609
$8K ﹤0.01%
504
-96
1610
$8K ﹤0.01%
262
-622
1611
$8K ﹤0.01%
400
-172
1612
$8K ﹤0.01%
500
-6,093
1613
$8K ﹤0.01%
+859
1614
$8K ﹤0.01%
309
-890
1615
$8K ﹤0.01%
1,000
+621
1616
$8K ﹤0.01%
197
-114
1617
$8K ﹤0.01%
+156
1618
$8K ﹤0.01%
+230
1619
$8K ﹤0.01%
133
1620
$8K ﹤0.01%
2,189
1621
$8K ﹤0.01%
340
-537
1622
$8K ﹤0.01%
670
1623
$8K ﹤0.01%
+74
1624
$8K ﹤0.01%
+159
1625
$7K ﹤0.01%
154
63 64
65
66 67