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
551
$214K ﹤0.01%
3,275
+463
552
$213K ﹤0.01%
15,858
553
$213K ﹤0.01%
2,559
+1,683
554
$213K ﹤0.01%
15,273
555
$213K ﹤0.01%
3,668
+161
556
$212K ﹤0.01%
8,586
557
$209K ﹤0.01%
1,874
+147
558
$207K ﹤0.01%
6,384
+2,974
559
$207K ﹤0.01%
3,947
-2,998
560
$207K ﹤0.01%
2,054
+374
561
$206K ﹤0.01%
2,534
+2,224
562
$206K ﹤0.01%
13,889
+940
563
$205K ﹤0.01%
2,402
+119
564
$204K ﹤0.01%
5,853
+699
565
$203K ﹤0.01%
1,809
+202
566
$203K ﹤0.01%
1,876
+64
567
$203K ﹤0.01%
5,501
-484
568
$199K ﹤0.01%
6,879
+662
569
$196K ﹤0.01%
7,091
+240
570
$196K ﹤0.01%
1,577
+862
571
$195K ﹤0.01%
5,272
+4,594
572
$195K ﹤0.01%
5,076
+267
573
$194K ﹤0.01%
5,304
+1,642
574
$193K ﹤0.01%
3,223
+843
575
$192K ﹤0.01%
12,205
21 22
23
24 25