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
1926
$1K ﹤0.01%
+25
1927
$1K ﹤0.01%
18
1928
$1K ﹤0.01%
47
-585
1929
$1K ﹤0.01%
60
1930
$1K ﹤0.01%
+12
1931
$1K ﹤0.01%
+1,000
1932
$1K ﹤0.01%
42
1933
$1K ﹤0.01%
115
1934
$1K ﹤0.01%
4
1935
$1K ﹤0.01%
1
-4
1936
$1K ﹤0.01%
+46
1937
$1K ﹤0.01%
88
1938
$1K ﹤0.01%
373
-333
1939
$1K ﹤0.01%
+74
1940
$1K ﹤0.01%
57
+14
1941
$1K ﹤0.01%
15
-41
1942
$1K ﹤0.01%
+28
1943
$1K ﹤0.01%
+200
1944
$1K ﹤0.01%
11
-819
1945
$1K ﹤0.01%
+125
1946
$1K ﹤0.01%
200
1947
$1K ﹤0.01%
+6
1948
$1K ﹤0.01%
199
+60
1949
$1K ﹤0.01%
400
1950
$1K ﹤0.01%
209
-951
76 77
78
79 80