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
151
$7.12M 0.06%
26,022
+12,932
152
$6.93M 0.06%
106,285
+7
153
$6.78M 0.06%
282,129
+16,437
154
$6.72M 0.06%
207,622
+196,440
155
$6.53M 0.06%
276,700
+6,399
156
$6.43M 0.06%
117,010
+17,662
157
$6.37M 0.06%
123,410
-20,958
158
$6.3M 0.06%
63,100
-53,036
159
$6.28M 0.06%
119,065
+12,319
160
$6.27M 0.06%
8,671
-249
161
$6.23M 0.06%
140,272
-3,095
162
$6.21M 0.06%
91,416
+1,195
163
$6.13M 0.06%
37,884
+2,574
164
$6.08M 0.06%
55,806
-4,904
165
$5.97M 0.05%
70,996
+3,216
166
$5.93M 0.05%
71,935
+8,781
167
$5.89M 0.05%
203,799
+132,213
168
$5.88M 0.05%
43,575
+16,095
169
$5.87M 0.05%
66,698
-965
170
$5.73M 0.05%
49,560
+3,123
171
$5.65M 0.05%
126,089
-1,797
172
$5.6M 0.05%
39,801
-25
173
$5.38M 0.05%
92,184
-9,769
174
$5.33M 0.05%
63,567
+22,206
175
$5.32M 0.05%
97,882
+5,851
5 6
7
8 9