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
1826
$2K ﹤0.01%
124
1827
$2K ﹤0.01%
47
-334
1828
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100
-3
1829
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28
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1830
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100
1831
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93
-266
1832
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117
+98
1833
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+100
1834
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+40
1835
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73
+58
1836
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21
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1837
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131
-526
1838
$2K ﹤0.01%
240
-4,750
1839
$2K ﹤0.01%
+202
1840
$2K ﹤0.01%
58
+27
1841
$2K ﹤0.01%
310
1842
$2K ﹤0.01%
40
-106
1843
$2K ﹤0.01%
+57
1844
$2K ﹤0.01%
+77
1845
$2K ﹤0.01%
43
1846
$2K ﹤0.01%
+84
1847
$2K ﹤0.01%
26
-104
1848
$2K ﹤0.01%
20
-15
1849
$2K ﹤0.01%
66
-911
1850
$2K ﹤0.01%
20
72 73
74
75 76