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
1651
$7K ﹤0.01%
168
1652
$7K ﹤0.01%
+250
1653
$7K ﹤0.01%
+280
1654
$7K ﹤0.01%
257
-184
1655
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252
1656
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144
1657
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25
+18
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+61
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132
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1660
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144
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$7K ﹤0.01%
+111
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$7K ﹤0.01%
+275
1663
$7K ﹤0.01%
333
+305
1664
$7K ﹤0.01%
201
1665
$7K ﹤0.01%
228
-48
1666
$7K ﹤0.01%
438
-42
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$6K ﹤0.01%
+100
1668
$6K ﹤0.01%
127
-5
1669
$6K ﹤0.01%
208
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1670
$6K ﹤0.01%
200
-787
1671
$6K ﹤0.01%
+757
1672
$6K ﹤0.01%
332
+83
1673
$6K ﹤0.01%
134
1674
$6K ﹤0.01%
+317
1675
$6K ﹤0.01%
1,711
-56
65 66
67
68 69