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
1851
$5K ﹤0.01%
+107
1852
$5K ﹤0.01%
+1,767
1853
$5K ﹤0.01%
+71
1854
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+365
1855
$5K ﹤0.01%
+691
1856
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+133
1857
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+360
1858
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+116
1859
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+51
1860
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+200
1861
$5K ﹤0.01%
+91
1862
$5K ﹤0.01%
+71
1863
$5K ﹤0.01%
+160
1864
$5K ﹤0.01%
+567
1865
$5K ﹤0.01%
+213
1866
$5K ﹤0.01%
+85
1867
$5K ﹤0.01%
+714
1868
$5K ﹤0.01%
+52
1869
$5K ﹤0.01%
+121
1870
$5K ﹤0.01%
+500
1871
$5K ﹤0.01%
+181
1872
$5K ﹤0.01%
+498
1873
$5K ﹤0.01%
+215
1874
$5K ﹤0.01%
+254
1875
$5K ﹤0.01%
+345
73 74
75
76 77