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
1751
$4K ﹤0.01%
+200
1752
$4K ﹤0.01%
3,000
1753
$4K ﹤0.01%
+79
1754
$4K ﹤0.01%
72
-274
1755
$4K ﹤0.01%
100
1756
$4K ﹤0.01%
261
-858
1757
$4K ﹤0.01%
134
1758
$4K ﹤0.01%
85
1759
$4K ﹤0.01%
72
+50
1760
$4K ﹤0.01%
40
-7
1761
$4K ﹤0.01%
57
1762
$4K ﹤0.01%
177
-623
1763
$4K ﹤0.01%
65
-355
1764
$4K ﹤0.01%
+281
1765
$4K ﹤0.01%
184
1766
$4K ﹤0.01%
1,000
1767
$4K ﹤0.01%
260
-192
1768
$4K ﹤0.01%
+10,026
1769
$4K ﹤0.01%
645
1770
$3K ﹤0.01%
+241
1771
$3K ﹤0.01%
41
-55
1772
$3K ﹤0.01%
113
-87
1773
$3K ﹤0.01%
30
-183
1774
$3K ﹤0.01%
91
-93
1775
$3K ﹤0.01%
+250
69 70
71
72 73