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
1901
$1K ﹤0.01%
24
-116
1902
$1K ﹤0.01%
+59
1903
$1K ﹤0.01%
22
-38
1904
$1K ﹤0.01%
55
-291
1905
$1K ﹤0.01%
30
-55
1906
$1K ﹤0.01%
56
-313
1907
$1K ﹤0.01%
+106
1908
$1K ﹤0.01%
48
-43
1909
$1K ﹤0.01%
+62
1910
$1K ﹤0.01%
250
+115
1911
$1K ﹤0.01%
67
-257
1912
$1K ﹤0.01%
+31
1913
$1K ﹤0.01%
164
-1,123
1914
$1K ﹤0.01%
70
1915
$1K ﹤0.01%
+16
1916
$1K ﹤0.01%
300
1917
$1K ﹤0.01%
62
-1,334
1918
$1K ﹤0.01%
13
-39
1919
$1K ﹤0.01%
175
1920
$1K ﹤0.01%
+100
1921
$1K ﹤0.01%
109
1922
$1K ﹤0.01%
158
1923
$1K ﹤0.01%
20
1924
$1K ﹤0.01%
+18
1925
$1K ﹤0.01%
68
75 76
77
78 79