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
201
$3.54M 0.04%
+286,080
202
$3.53M 0.04%
+63,604
203
$3.52M 0.04%
22,016
+20,235
204
$3.52M 0.04%
289,804
-32,268
205
$3.5M 0.04%
+29,427
206
$3.46M 0.04%
+37,277
207
$3.45M 0.04%
+34,576
208
$3.43M 0.04%
48,460
+3,664
209
$3.42M 0.04%
77,074
+64,016
210
$3.4M 0.04%
+41,361
211
$3.35M 0.04%
+31,892
212
$3.33M 0.04%
+298,832
213
$3.3M 0.04%
27,480
+14,825
214
$3.29M 0.04%
+55,518
215
$3.26M 0.04%
71,581
+11,839
216
$3.25M 0.04%
31,571
+25,125
217
$3.16M 0.03%
13,608
+1,079
218
$3.07M 0.03%
+31,820
219
$3.07M 0.03%
+49,638
220
$3.04M 0.03%
88,060
+74,740
221
$2.93M 0.03%
38,271
+27,185
222
$2.91M 0.03%
64,947
+52,805
223
$2.88M 0.03%
+58,349
224
$2.85M 0.03%
+32,536
225
$2.84M 0.03%
43,537
+40,610
7 8
9
10 11