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
2151
$1K ﹤0.01%
+174
2152
$1K ﹤0.01%
+43
2153
– –
0
2154
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2155
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+33
2156
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2157
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+20
2158
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+8
2159
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2160
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+200
2161
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+129
2162
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+72
2163
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+49
2164
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+27
2165
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+33
2166
$1K ﹤0.01%
+44
2167
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+44
2168
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+27
2169
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+30
2170
$1K ﹤0.01%
+139
2171
$1K ﹤0.01%
+17
2172
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+4
2173
$1K ﹤0.01%
+10
2174
$1K ﹤0.01%
+44
2175
$1K ﹤0.01%
+44
85 86
87
88 89