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
1926
$4K ﹤0.01%
+83
1927
$4K ﹤0.01%
+26
1928
$4K ﹤0.01%
+259
1929
$4K ﹤0.01%
+47
1930
$4K ﹤0.01%
+59
1931
$4K ﹤0.01%
+57
1932
$4K ﹤0.01%
+160
1933
$4K ﹤0.01%
+184
1934
$4K ﹤0.01%
+204
1935
$4K ﹤0.01%
+87
1936
$4K ﹤0.01%
+144
1937
$4K ﹤0.01%
+645
1938
$4K ﹤0.01%
+255
1939
$3K ﹤0.01%
+153
1940
$3K ﹤0.01%
+35
1941
$3K ﹤0.01%
+50
1942
$3K ﹤0.01%
+72
1943
$3K ﹤0.01%
+94
1944
$3K ﹤0.01%
+261
1945
$3K ﹤0.01%
+65
1946
$3K ﹤0.01%
+265
1947
$3K ﹤0.01%
+39
1948
$3K ﹤0.01%
+118
1949
$3K ﹤0.01%
+873
1950
$3K ﹤0.01%
+175
76 77
78
79 80