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
1951
$3K ﹤0.01%
+39
1952
$3K ﹤0.01%
+100
1953
$3K ﹤0.01%
+36
1954
$3K ﹤0.01%
+303
1955
$3K ﹤0.01%
+100
1956
$3K ﹤0.01%
+47
1957
$3K ﹤0.01%
+255
1958
$3K ﹤0.01%
+117
1959
$3K ﹤0.01%
+113
1960
$3K ﹤0.01%
+83
1961
$3K ﹤0.01%
+22
1962
$3K ﹤0.01%
+44
1963
$3K ﹤0.01%
+350
1964
$3K ﹤0.01%
+66
1965
$3K ﹤0.01%
+130
1966
$3K ﹤0.01%
+102
1967
$3K ﹤0.01%
+202
1968
$3K ﹤0.01%
+55
1969
$3K ﹤0.01%
+172
1970
$3K ﹤0.01%
+400
1971
$3K ﹤0.01%
+262
1972
$3K ﹤0.01%
+260
1973
$3K ﹤0.01%
+139
1974
$3K ﹤0.01%
+52
1975
$3K ﹤0.01%
+270
77 78
79
80 81