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
1951
$1K ﹤0.01%
200
1952
$1K ﹤0.01%
+46
1953
$1K ﹤0.01%
131
+2
1954
$1K ﹤0.01%
16
-200
1955
$1K ﹤0.01%
200
+152
1956
$1K ﹤0.01%
250
1957
$1K ﹤0.01%
13
-669
1958
$1K ﹤0.01%
+93
1959
$1K ﹤0.01%
550
-500
1960
$1K ﹤0.01%
+242
1961
$1K ﹤0.01%
+52
1962
$1K ﹤0.01%
31
+4
1963
$1K ﹤0.01%
40
+19
1964
$1K ﹤0.01%
45
+3
1965
$1K ﹤0.01%
+114
1966
$1K ﹤0.01%
889
-611
1967
$1K ﹤0.01%
14
1968
$1K ﹤0.01%
11
-11
1969
$1K ﹤0.01%
+30
1970
$1K ﹤0.01%
26
-365
1971
$1K ﹤0.01%
100
+72
1972
$1K ﹤0.01%
+37
1973
$1K ﹤0.01%
+25
1974
– –
-345
1975
– –
-87
77 78
79
80 81