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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$113M
3
+$82.8M
4
BND icon
Vanguard Total Bond Market
BND
+$82.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.3M

Top Sells

1
+$27M
2
+$17M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.37M
5
PHM icon
Pultegroup
PHM
+$7.92M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.96%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$872K 0.01%
7,623
+552
302
$862K 0.01%
15,530
-347
303
$855K 0.01%
3,284
+279
304
$845K 0.01%
5,381
+206
305
$842K 0.01%
11,812
+11,123
306
$837K 0.01%
80,917
+79,012
307
$830K 0.01%
4,326
+4,270
308
$814K 0.01%
5,864
-42
309
$814K 0.01%
17,565
+2,835
310
$810K 0.01%
9,621
+5,307
311
$809K 0.01%
26,084
+12,564
312
$806K 0.01%
28,750
+1,998
313
$804K 0.01%
6,187
-7
314
$798K 0.01%
56,930
+598
315
$796K 0.01%
7,411
+113
316
$792K 0.01%
11,516
+5,276
317
$786K 0.01%
20,680
+4,493
318
$774K 0.01%
22,297
+440
319
$770K 0.01%
33,568
+32,384
320
$769K 0.01%
22,270
-1,367
321
$769K 0.01%
14,699
+4,848
322
$767K 0.01%
28,771
-942
323
$760K 0.01%
53,748
+1,251
324
$757K 0.01%
20,785
-2,422
325
$755K 0.01%
72,102
+269
11 12
13
14 15