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
1976
$3K ﹤0.01%
+211
1977
$3K ﹤0.01%
+118
1978
$3K ﹤0.01%
+122
1979
$3K ﹤0.01%
+500
1980
$3K ﹤0.01%
+400
1981
$3K ﹤0.01%
+100
1982
$3K ﹤0.01%
+300
1983
$3K ﹤0.01%
+49
1984
$3K ﹤0.01%
+35
1985
$3K ﹤0.01%
+84
1986
$3K ﹤0.01%
+200
1987
$3K ﹤0.01%
+318
1988
$3K ﹤0.01%
+1,775
1989
$3K ﹤0.01%
+174
1990
$3K ﹤0.01%
+210
1991
$3K ﹤0.01%
+179
1992
$3K ﹤0.01%
+100
1993
$3K ﹤0.01%
+34
1994
$3K ﹤0.01%
+91
1995
$3K ﹤0.01%
+23
1996
$3K ﹤0.01%
+238
1997
$3K ﹤0.01%
+140
1998
$3K ﹤0.01%
+124
1999
$3K ﹤0.01%
+31
2000
$3K ﹤0.01%
+56
78 79
80
81 82