Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+0.97%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$9.22B
AUM Growth
+$7.7B
(+508%)
Cap. Flow
+$7.68B
Cap. Flow
% of AUM
83.35%
Top 10 Holdings %
Top 10 Hldgs %
50.48%
Holding
2,429
New
2,244
Increased
166
Reduced
12
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$787M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$759M |
| 3 |
Vanguard Total Bond Market
BND
|
$527M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$408M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$378M |
Top Sells
| 1 |
Raymond James Financial
RJF
|
$8.12M |
| 2 |
Trane Technologies
TT
|
$6.47M |
| 3 |
Marriott International Class A Common Stock
MAR
|
$4.65M |
| 4 |
Equifax
EFX
|
$4.53M |
| 5 |
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% |
