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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$192M
2 +$80.4M
3 +$63.6M
4
BND icon
Vanguard Total Bond Market
BND
+$62.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.5M

Top Sells

1 +$102M
2 +$44.9M
3 +$24.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.2M
5
SKT icon
Tanger
SKT
+$6.91M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.75%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$160K ﹤0.01%
5,250
-15,255
627
$160K ﹤0.01%
5,832
+462
628
$160K ﹤0.01%
1,778
-624
629
$158K ﹤0.01%
1,551
+210
630
$158K ﹤0.01%
7,281
631
$155K ﹤0.01%
27,785
-903
632
$151K ﹤0.01%
1,874
-42
633
$150K ﹤0.01%
11,646
+3,182
634
$150K ﹤0.01%
54
-2
635
$149K ﹤0.01%
4,106
-564
636
$147K ﹤0.01%
3,264
637
$147K ﹤0.01%
20,008
+3,767
638
$147K ﹤0.01%
+4,045
639
$146K ﹤0.01%
+4,370
640
$146K ﹤0.01%
6,736
-5,073
641
$146K ﹤0.01%
9,512
642
$145K ﹤0.01%
3,546
+1,700
643
$144K ﹤0.01%
1,216
-126
644
$144K ﹤0.01%
5,688
+2,090
645
$144K ﹤0.01%
593
+538
646
$144K ﹤0.01%
4,650
647
$143K ﹤0.01%
21,744
+10,616
648
$143K ﹤0.01%
1,882
-751
649
$142K ﹤0.01%
6,573
-351
650
$141K ﹤0.01%
15,315
+2,411