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
176
$5.32M 0.05%
71,568
+69,058
177
$5.28M 0.05%
67,301
-8,246
178
$5.18M 0.05%
191,929
-159,038
179
$5.11M 0.05%
50,571
+15,995
180
$5.09M 0.05%
47,222
+1,912
181
$5.04M 0.05%
101,118
-3,528
182
$5.04M 0.05%
47,253
+408
183
$4.96M 0.05%
18,522
+603
184
$4.87M 0.04%
85,014
+8,728
185
$4.82M 0.04%
38,735
+1,330
186
$4.82M 0.04%
117,875
+1,338
187
$4.77M 0.04%
131,802
-13,076
188
$4.64M 0.04%
216,353
+33,924
189
$4.38M 0.04%
90,998
+35,633
190
$4.35M 0.04%
40,547
+1,198
191
$4.32M 0.04%
292,420
+6,340
192
$4.24M 0.04%
290,260
+581
193
$4.19M 0.04%
60,436
+4,918
194
$4.14M 0.04%
31,488
-1,335
195
$4.07M 0.04%
133,549
+110,801
196
$4.03M 0.04%
360,964
+62,132
197
$4.01M 0.04%
113,300
+11,028
198
$3.98M 0.04%
33,010
+1,207
199
$3.98M 0.04%
35,129
+3,237
200
$3.94M 0.04%
48,107
-29,280
6 7
8
9 10