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
401
$655K 0.01%
8,810
-3,789
402
$654K 0.01%
6,330
-1,797
403
$653K 0.01%
5,511
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404
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34,418
405
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21,808
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406
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7,846
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407
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42,619
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408
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15,903
-1,287
409
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26,209
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410
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11,291
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411
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17,029
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413
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41,505
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414
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10,393
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415
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418
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420
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7,344
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421
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7,197
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422
$592K 0.01%
41,270
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423
$589K 0.01%
12,514
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424
$589K 0.01%
5,421
-226
425
$589K 0.01%
10,901
-4,580