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
1776
$6K ﹤0.01%
+204
1777
$6K ﹤0.01%
+134
1778
$6K ﹤0.01%
+185
1779
$6K ﹤0.01%
+100
1780
$6K ﹤0.01%
+1,239
1781
$6K ﹤0.01%
+146
1782
$6K ﹤0.01%
+712
1783
$6K ﹤0.01%
+139
1784
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+196
1785
$6K ﹤0.01%
+504
1786
$6K ﹤0.01%
+138
1787
$6K ﹤0.01%
+180
1788
$6K ﹤0.01%
+1,000
1789
$6K ﹤0.01%
+230
1790
$6K ﹤0.01%
+263
1791
$6K ﹤0.01%
+348
1792
$6K ﹤0.01%
+81
1793
$6K ﹤0.01%
+108
1794
$6K ﹤0.01%
+200
1795
$6K ﹤0.01%
+208
1796
$6K ﹤0.01%
+184
1797
$6K ﹤0.01%
+505
1798
$6K ﹤0.01%
+195
1799
$6K ﹤0.01%
+130
1800
$6K ﹤0.01%
+100
70 71
72
73 74