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
1676
$6K ﹤0.01%
141
+3
1677
$6K ﹤0.01%
87
-61
1678
$6K ﹤0.01%
111
+69
1679
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214
+50
1680
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134
-110
1681
$6K ﹤0.01%
+323
1682
$6K ﹤0.01%
150
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1683
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63
-52
1684
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51
1685
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333
+22
1686
$6K ﹤0.01%
150
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1687
$6K ﹤0.01%
48
-110
1688
$6K ﹤0.01%
1,059
-292
1689
$6K ﹤0.01%
+601
1690
$6K ﹤0.01%
402
1691
$6K ﹤0.01%
230
1692
$6K ﹤0.01%
4,000
1693
$6K ﹤0.01%
+200
1694
$6K ﹤0.01%
+300
1695
$6K ﹤0.01%
100
-143
1696
$5K ﹤0.01%
+200
1697
$5K ﹤0.01%
+100
1698
$5K ﹤0.01%
75
-239
1699
$5K ﹤0.01%
300
1700
$5K ﹤0.01%
147
-7
66 67
68
69 70