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
1801
$3K ﹤0.01%
121
+81
1802
$3K ﹤0.01%
+1,000
1803
$3K ﹤0.01%
117
1804
$3K ﹤0.01%
118
-136
1805
$3K ﹤0.01%
150
-250
1806
$3K ﹤0.01%
55
-453
1807
$3K ﹤0.01%
128
-306
1808
$3K ﹤0.01%
22
1809
$3K ﹤0.01%
+329
1810
$3K ﹤0.01%
+161
1811
$3K ﹤0.01%
95
-2,385
1812
$3K ﹤0.01%
57
-51
1813
$3K ﹤0.01%
80
1814
$3K ﹤0.01%
48
1815
$3K ﹤0.01%
55
-138
1816
$3K ﹤0.01%
47
-274
1817
$3K ﹤0.01%
59
-237
1818
$3K ﹤0.01%
+50
1819
$3K ﹤0.01%
75
-95
1820
$3K ﹤0.01%
75
+56
1821
$3K ﹤0.01%
56
1822
$3K ﹤0.01%
250
-344
1823
$3K ﹤0.01%
121
1824
$3K ﹤0.01%
246
-2
1825
$2K ﹤0.01%
33
71 72
73
74 75