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
1726
$5K ﹤0.01%
500
+50
1727
$5K ﹤0.01%
169
1728
$5K ﹤0.01%
52
1729
$5K ﹤0.01%
52
+18
1730
$5K ﹤0.01%
498
1731
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190
-151
1732
$5K ﹤0.01%
+301
1733
$5K ﹤0.01%
586
1734
$5K ﹤0.01%
500
1735
$5K ﹤0.01%
+78
1736
$4K ﹤0.01%
691
-420
1737
$4K ﹤0.01%
34
-82
1738
$4K ﹤0.01%
474
-280
1739
$4K ﹤0.01%
100
-16
1740
$4K ﹤0.01%
110
1741
$4K ﹤0.01%
47
1742
$4K ﹤0.01%
145
1743
$4K ﹤0.01%
100
1744
$4K ﹤0.01%
+88
1745
$4K ﹤0.01%
120
+45
1746
$4K ﹤0.01%
83
-267
1747
$4K ﹤0.01%
86
-149
1748
$4K ﹤0.01%
174
-516
1749
$4K ﹤0.01%
52
-99
1750
$4K ﹤0.01%
54
-1,124
68 69
70
71 72