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
176
$4.98M 0.05%
+46,845
177
$4.97M 0.05%
+76,286
178
$4.83M 0.05%
+46,437
179
$4.51M 0.05%
+39,349
180
$4.48M 0.05%
17,919
+16,655
181
$4.4M 0.05%
+189,409
182
$4.35M 0.05%
+116,537
183
$4.33M 0.05%
37,405
+15,557
184
$4.32M 0.05%
+63,154
185
$4.19M 0.05%
+289,679
186
$3.98M 0.04%
+45,310
187
$3.82M 0.04%
+51,605
188
$3.81M 0.04%
+51,182
189
$3.79M 0.04%
+31,803
190
$3.75M 0.04%
32,823
+29,860
191
$3.74M 0.04%
+102,937
192
$3.72M 0.04%
+103,059
193
$3.71M 0.04%
13,090
+6,252
194
$3.69M 0.04%
27,030
+16,461
195
$3.69M 0.04%
+182,429
196
$3.69M 0.04%
+75,899
197
$3.66M 0.04%
+295,323
198
$3.58M 0.04%
+102,272
199
$3.56M 0.04%
+90,920
200
$3.56M 0.04%
29,068
+15,312
6 7
8
9 10