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
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$208M
3
+$181M
4
BND icon
Vanguard Total Bond Market
BND
+$177M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$110M

Top Sells

1
+$63.8M
2
+$20.1M
3
+$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$283K ﹤0.01%
6,622
+940
702
$283K ﹤0.01%
4,740
+1,359
703
$280K ﹤0.01%
5,001
+589
704
$278K ﹤0.01%
7,245
+750
705
$276K ﹤0.01%
5,934
-1,551
706
$275K ﹤0.01%
20,836
+865
707
$274K ﹤0.01%
5,164
-599
708
$274K ﹤0.01%
1,028
+207
709
$272K ﹤0.01%
26,154
-5,090
710
$271K ﹤0.01%
5,068
-9,802
711
$265K ﹤0.01%
6,754
-164
712
$265K ﹤0.01%
2,217
-169
713
$263K ﹤0.01%
36,465
-8,293
714
$263K ﹤0.01%
1,729
-520
715
$262K ﹤0.01%
3,538
-528
716
$261K ﹤0.01%
9,967
717
$260K ﹤0.01%
6,504
+3,841
718
$257K ﹤0.01%
2,206
-492
719
$257K ﹤0.01%
4,812
+115
720
$257K ﹤0.01%
3,850
+2,484
721
$256K ﹤0.01%
22,611
+4,302
722
$255K ﹤0.01%
9,610
+191
723
$255K ﹤0.01%
13,421
-130
724
$254K ﹤0.01%
4,049
+109
725
$254K ﹤0.01%
6,462
-6,000
27 28
29
30 31