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
626
$141K ﹤0.01%
1,064
+166
627
$140K ﹤0.01%
16,241
+9,078
628
$140K ﹤0.01%
2,928
+2,432
629
$139K ﹤0.01%
9,512
630
$138K ﹤0.01%
+11,053
631
$138K ﹤0.01%
+4,650
632
$136K ﹤0.01%
2,264
+652
633
$136K ﹤0.01%
9,056
+28
634
$136K ﹤0.01%
5,779
+1,190
635
$135K ﹤0.01%
4,770
636
$135K ﹤0.01%
8,464
-203,879
637
$135K ﹤0.01%
56
+6
638
$133K ﹤0.01%
15,601
-4,399
639
$132K ﹤0.01%
2,847
+411
640
$131K ﹤0.01%
4,781
+1,171
641
$131K ﹤0.01%
7,755
+4,530
642
$130K ﹤0.01%
+3,551
643
$130K ﹤0.01%
3,375
-28
644
$128K ﹤0.01%
5,342
+2,537
645
$128K ﹤0.01%
11,654
+1,426
646
$127K ﹤0.01%
13,500
+12,735
647
$126K ﹤0.01%
3,984
+774
648
$124K ﹤0.01%
9,141
+2,825
649
$124K ﹤0.01%
3,426
+3,264
650
$124K ﹤0.01%
+12,598