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
1626
$10K ﹤0.01%
+931
1627
$10K ﹤0.01%
+306
1628
$10K ﹤0.01%
+280
1629
$10K ﹤0.01%
+183
1630
$10K ﹤0.01%
+2,032
1631
$10K ﹤0.01%
+244
1632
$10K ﹤0.01%
+100
1633
$10K ﹤0.01%
+243
1634
$10K ﹤0.01%
+452
1635
$10K ﹤0.01%
+299
1636
$9K ﹤0.01%
+653
1637
$9K ﹤0.01%
+98
1638
$9K ﹤0.01%
+110
1639
$9K ﹤0.01%
+619
1640
$9K ﹤0.01%
+224
1641
$9K ﹤0.01%
+200
1642
$9K ﹤0.01%
+1,362
1643
$9K ﹤0.01%
+530
1644
$9K ﹤0.01%
+244
1645
$9K ﹤0.01%
+221
1646
$9K ﹤0.01%
+275
1647
$9K ﹤0.01%
+1,000
1648
$9K ﹤0.01%
+148
1649
$9K ﹤0.01%
+508
1650
$9K ﹤0.01%
+500
64 65
66
67 68