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
2101
$2K ﹤0.01%
+94
2102
$2K ﹤0.01%
+156
2103
$2K ﹤0.01%
+100
2104
$2K ﹤0.01%
+77
2105
$2K ﹤0.01%
+229
2106
$2K ﹤0.01%
+223
2107
$2K ﹤0.01%
+34
2108
$2K ﹤0.01%
+1,050
2109
$1K ﹤0.01%
+85
2110
$1K ﹤0.01%
+55
2111
$1K ﹤0.01%
+47
2112
$1K ﹤0.01%
+18
2113
$1K ﹤0.01%
+59
2114
$1K ﹤0.01%
+53
2115
$1K ﹤0.01%
+10
2116
$1K ﹤0.01%
+15
2117
$1K ﹤0.01%
+60
2118
$1K ﹤0.01%
+27
2119
$1K ﹤0.01%
+51
2120
$1K ﹤0.01%
+21
2121
$1K ﹤0.01%
+100
2122
$1K ﹤0.01%
+71
2123
$1K ﹤0.01%
+24
2124
$1K ﹤0.01%
+19
2125
$1K ﹤0.01%
+9
83 84
85
86 87