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
826
$66K ﹤0.01%
1,647
+457
827
$66K ﹤0.01%
4,590
-4,710
828
$65K ﹤0.01%
+3,502
829
$65K ﹤0.01%
2,845
830
$65K ﹤0.01%
602
+566
831
$64K ﹤0.01%
9,430
832
$63K ﹤0.01%
2,465
833
$62K ﹤0.01%
615
+549
834
$62K ﹤0.01%
770
+559
835
$62K ﹤0.01%
697
+20
836
$61K ﹤0.01%
6,142
+3,025
837
$61K ﹤0.01%
562
+467
838
$61K ﹤0.01%
+3,021
839
$61K ﹤0.01%
1,293
+195
840
$60K ﹤0.01%
+1,410
841
$60K ﹤0.01%
2,804
-16,905
842
$60K ﹤0.01%
4,070
843
$59K ﹤0.01%
1,164
+849
844
$59K ﹤0.01%
565
+285
845
$59K ﹤0.01%
+800
846
$59K ﹤0.01%
4,160
-573
847
$59K ﹤0.01%
4,137
+87
848
$58K ﹤0.01%
1,557
849
$58K ﹤0.01%
11,270
+5,330
850
$58K ﹤0.01%
435
-311