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
151
$6.46M 0.07%
+90,221
152
$6.43M 0.07%
93,239
+85,717
153
$6.42M 0.07%
+85,670
154
$6.31M 0.07%
112,624
+16,381
155
$6.26M 0.07%
60,710
+20,444
156
$6.18M 0.07%
+143,963
157
$6.13M 0.07%
253,364
+38,456
158
$6.12M 0.07%
265,692
+233,298
159
$6.09M 0.07%
66,525
+51,728
160
$6.01M 0.07%
77,387
+47,002
161
$5.97M 0.06%
270,301
+257,530
162
$5.81M 0.06%
+75,547
163
$5.66M 0.06%
101,953
+95,129
164
$5.51M 0.06%
35,970
+2,061
165
$5.51M 0.06%
+67,663
166
$5.51M 0.06%
143,367
+128,789
167
$5.45M 0.06%
127,886
+12,366
168
$5.44M 0.06%
35,310
+33,760
169
$5.42M 0.06%
+99,348
170
$5.38M 0.06%
92,031
+84,268
171
$5.3M 0.06%
+39,826
172
$5.25M 0.06%
+104,646
173
$5.14M 0.06%
+106,746
174
$5.04M 0.05%
+144,878
175
$4.99M 0.05%
67,780
+63,258
5 6
7
8 9