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
1626
$7K ﹤0.01%
200
+28
1627
$7K ﹤0.01%
140
+14
1628
$7K ﹤0.01%
+951
1629
$7K ﹤0.01%
262
+3
1630
$7K ﹤0.01%
578
-222
1631
$7K ﹤0.01%
+78
1632
$7K ﹤0.01%
597
-453
1633
$7K ﹤0.01%
122
-289
1634
$7K ﹤0.01%
140
-84
1635
$7K ﹤0.01%
+649
1636
$7K ﹤0.01%
528
1637
$7K ﹤0.01%
700
1638
$7K ﹤0.01%
+197
1639
$7K ﹤0.01%
430
-481
1640
$7K ﹤0.01%
+611
1641
$7K ﹤0.01%
525
1642
$7K ﹤0.01%
350
1643
$7K ﹤0.01%
74
-77
1644
$7K ﹤0.01%
+1,448
1645
$7K ﹤0.01%
98
-189
1646
$7K ﹤0.01%
100
-691
1647
$7K ﹤0.01%
246
-180
1648
$7K ﹤0.01%
500
1649
$7K ﹤0.01%
128
-374
1650
$7K ﹤0.01%
89
-255
64 65
66
67 68