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
1701
$8K ﹤0.01%
+258
1702
$8K ﹤0.01%
+520
1703
$8K ﹤0.01%
+392
1704
$8K ﹤0.01%
+263
1705
$8K ﹤0.01%
+700
1706
$8K ﹤0.01%
+72
1707
$8K ﹤0.01%
+1,100
1708
$8K ﹤0.01%
+247
1709
$8K ﹤0.01%
+107
1710
$8K ﹤0.01%
+153
1711
$8K ﹤0.01%
+594
1712
$8K ﹤0.01%
+185
1713
$8K ﹤0.01%
+917
1714
$8K ﹤0.01%
+276
1715
$8K ﹤0.01%
+167
1716
$7K ﹤0.01%
+172
1717
$7K ﹤0.01%
+1,111
1718
$7K ﹤0.01%
+210
1719
$7K ﹤0.01%
+113
1720
$7K ﹤0.01%
+228
1721
$7K ﹤0.01%
+270
1722
$7K ﹤0.01%
+47
1723
$7K ﹤0.01%
+528
1724
$7K ﹤0.01%
+346
1725
$7K ﹤0.01%
+525
67 68
69
70 71