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
$11B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,717
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$199M
3
+$148M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$116M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1
+$10.8M
2
+$8.22M
3
+$8.03M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.92M
5
WSM icon
Williams-Sonoma
WSM
+$6.39M

Sector Composition

1 Technology 2.4%
2 Healthcare 2.34%
3 Financials 2.31%
4 Industrials 1.8%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.82M 0.03%
32,307
+2,880
202
$3.78M 0.03%
102,428
-509
203
$3.74M 0.03%
56,741
+22,724
204
$3.73M 0.03%
29,076
+5,613
205
$3.7M 0.03%
15,480
+2,961
206
$3.68M 0.03%
98,393
-4,666
207
$3.56M 0.03%
379,392
+187,866
208
$3.5M 0.03%
60,942
-10,639
209
$3.5M 0.03%
64,094
+490
210
$3.39M 0.03%
50,947
+7,410
211
$3.38M 0.03%
38,138
+4,089
212
$3.38M 0.03%
289,904
+100
213
$3.34M 0.03%
34,171
+2,351
214
$3.29M 0.03%
35,516
-1,761
215
$3.29M 0.03%
44,983
+2,656
216
$3.25M 0.03%
13
+2
217
$3.21M 0.03%
21,017
+3,404
218
$3.21M 0.03%
206,529
-88,794
219
$3.14M 0.03%
83,590
-4,470
220
$3.11M 0.03%
47,875
-80,148
221
$3.09M 0.03%
196,032
+83,373
222
$3.09M 0.03%
71,769
-5,305
223
$3.05M 0.03%
39,352
+1,081
224
$3.04M 0.03%
29,038
+1,398
225
$2.97M 0.03%
37,591
-13,591
7 8
9
10 11