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
2201
$1K ﹤0.01%
+11
2202
$1K ﹤0.01%
+70
2203
$1K ﹤0.01%
+25
2204
$1K ﹤0.01%
+8
2205
$1K ﹤0.01%
+8
2206
$1K ﹤0.01%
+63
2207
$1K ﹤0.01%
+31
2208
$1K ﹤0.01%
+20
2209
$1K ﹤0.01%
+75
2210
$1K ﹤0.01%
+14
2211
$1K ﹤0.01%
+66
2212
$1K ﹤0.01%
+498
2213
$1K ﹤0.01%
+27
2214
$1K ﹤0.01%
+18
2215
$1K ﹤0.01%
+168
2216
$1K ﹤0.01%
+38
2217
$1K ﹤0.01%
+25
2218
– –
0
2219
$1K ﹤0.01%
+100
2220
$1K ﹤0.01%
+59
2221
$1K ﹤0.01%
+112
2222
$1K ﹤0.01%
+10
2223
$1K ﹤0.01%
+19
2224
$1K ﹤0.01%
+23
2225
$1K ﹤0.01%
+26
87 88
89
90 91