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
2051
$2K ﹤0.01%
+100
2052
$2K ﹤0.01%
+310
2053
$2K ﹤0.01%
+89
2054
$2K ﹤0.01%
+11
2055
$2K ﹤0.01%
+98
2056
$2K ﹤0.01%
+29
2057
$2K ﹤0.01%
+72
2058
$2K ﹤0.01%
+76
2059
$2K ﹤0.01%
+150
2060
$2K ﹤0.01%
+221
2061
$2K ﹤0.01%
+90
2062
$2K ﹤0.01%
+71
2063
$2K ﹤0.01%
+18
2064
$2K ﹤0.01%
+67
2065
$2K ﹤0.01%
+137
2066
$2K ﹤0.01%
+104
2067
$2K ﹤0.01%
+35
2068
$2K ﹤0.01%
+246
2069
$2K ﹤0.01%
+79
2070
$2K ﹤0.01%
+301
2071
$2K ﹤0.01%
+93
2072
$2K ﹤0.01%
+65
2073
$2K ﹤0.01%
+130
2074
$2K ﹤0.01%
+42
2075
$2K ﹤0.01%
+7
81 82
83
84 85