Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
2,718
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$199M
3 +$144M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$117M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1 +$10.5M
2 +$8.54M
3 +$8.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.72M
5
CSL icon
Carlisle Companies
CSL
+$5.87M

Sector Composition

1 Technology 2.39%
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
2651
-360
2652
-742
2653
-73
2654
-2,440
2655
$0 ﹤0.01%
380
+204
2656
$0 ﹤0.01%
+583
2657
-347
2658
-149
2659
-106
2660
-146
2661
-2,983
2662
-376
2663
-7
2664
-258
2665
-37
2666
-1,114
2667
0
2668
-828
2669
-119
2670
-222
2671
-778
2672
-143
2673
-887
2674
-59
2675
-112