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
701
$100K ﹤0.01%
2,993
+639
702
$99K ﹤0.01%
1,974
+96
703
$99K ﹤0.01%
1,450
+190
704
$98K ﹤0.01%
1,097
+1,078
705
$98K ﹤0.01%
1,580
+320
706
$97K ﹤0.01%
1,176
-259
707
$97K ﹤0.01%
3,529
+368
708
$97K ﹤0.01%
6,478
+1,950
709
$97K ﹤0.01%
1,156
+298
710
$97K ﹤0.01%
1,271
+345
711
$96K ﹤0.01%
1,646
+302
712
$96K ﹤0.01%
2,637
+327
713
$96K ﹤0.01%
2,443
714
$96K ﹤0.01%
4,102
+226
715
$95K ﹤0.01%
3,096
+1,032
716
$94K ﹤0.01%
1,943
+503
717
$94K ﹤0.01%
5,111
+1,751
718
$94K ﹤0.01%
697
+61
719
$94K ﹤0.01%
12,634
-4
720
$93K ﹤0.01%
576
-27,788
721
$93K ﹤0.01%
+20,591
722
$93K ﹤0.01%
991
+123
723
$93K ﹤0.01%
2,090
+800
724
$92K ﹤0.01%
1,678
+1,611
725
$91K ﹤0.01%
1,013
+284
27 28
29
30 31