Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
1
$920M 9.98%
4,088,016
+3,498,189
2
$760M 8.25%
3,401,782
+3,393,781
3
$619M 6.71%
16,927,516
+11,174,861
4
$537M 5.82%
6,643,029
+6,528,562
5
$482M 5.23%
14,575,010
+11,434,000
6
$337M 3.66%
9,421,762
+7,836,368
7
$327M 3.55%
3,960,010
+3,225,584
8
$262M 2.84%
3,806,242
+2,863,774
9
$219M 2.37%
+15,792,720
10
$190M 2.06%
+2,391,672
11
$147M 1.59%
1,252,810
+911,446
12
$130M 1.41%
1,198,797
+1,195,161
13
$118M 1.28%
992,953
+991,258
14
$116M 1.26%
2,006,850
+1,968,389
15
$99.7M 1.08%
+1,150,542
16
$93.3M 1.01%
863,761
+538,975
17
$80.9M 0.88%
650,109
+644,022
18
$77.7M 0.84%
+2,087,216
19
$77.3M 0.84%
830,608
+827,538
20
$74.3M 0.81%
564,097
+529,348
21
$72M 0.78%
+1,176,752
22
$68.4M 0.74%
+1,440,853
23
$68.1M 0.74%
649,490
+66,340
24
$66.8M 0.72%
2,306,372
+1,561,000
25
$65.6M 0.71%
740,565
+734,675
1
2 3 4 5