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
2076
$2K ﹤0.01%
+28
2077
$2K ﹤0.01%
+48
2078
$2K ﹤0.01%
+1,291
2079
$2K ﹤0.01%
+190
2080
$2K ﹤0.01%
+25
2081
$2K ﹤0.01%
+8
2082
$2K ﹤0.01%
+100
2083
$2K ﹤0.01%
+28
2084
$2K ﹤0.01%
+185
2085
$2K ﹤0.01%
+35
2086
$2K ﹤0.01%
+800
2087
$2K ﹤0.01%
+22
2088
$2K ﹤0.01%
+64
2089
$2K ﹤0.01%
+78
2090
$2K ﹤0.01%
+25
2091
$2K ﹤0.01%
+50
2092
$2K ﹤0.01%
+200
2093
$2K ﹤0.01%
+104
2094
$2K ﹤0.01%
+24
2095
$2K ﹤0.01%
+207
2096
$2K ﹤0.01%
+1,230
2097
$2K ﹤0.01%
+400
2098
$2K ﹤0.01%
+200
2099
$2K ﹤0.01%
+300
2100
$2K ﹤0.01%
+27
82 83
84
85 86