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
1676
$9K ﹤0.01%
+237
1677
$9K ﹤0.01%
+752
1678
$9K ﹤0.01%
+590
1679
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+307
1680
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+181
1681
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+480
1682
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+86
1683
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+119
1684
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+194
1685
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+231
1686
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+352
1687
$8K ﹤0.01%
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$8K ﹤0.01%
+401
1689
$8K ﹤0.01%
+281
1690
$8K ﹤0.01%
+239
1691
$8K ﹤0.01%
+131
1692
$8K ﹤0.01%
+174
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+194
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$8K ﹤0.01%
+333
1695
$8K ﹤0.01%
+520
1696
$8K ﹤0.01%
+91
1697
$8K ﹤0.01%
+308
1698
$8K ﹤0.01%
+299
1699
$8K ﹤0.01%
+96
1700
$8K ﹤0.01%
+66
66 67
68
69 70