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
$11B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,718
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$199M
3
+$144M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$117M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1
+$10.5M
2
+$8.54M
3
+$8.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.72M
5
CSL icon
Carlisle Companies
CSL
+$5.87M

Sector Composition

1 Technology 2.39%
2 Healthcare 2.34%
3 Financials 2.31%
4 Industrials 1.8%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$79K ﹤0.01%
81
+6
902
$79K ﹤0.01%
6,312
-169
903
$79K ﹤0.01%
2,494
-644
904
$78K ﹤0.01%
1,058
-167
905
$78K ﹤0.01%
1,811
+1,246
906
$78K ﹤0.01%
3,064
+781
907
$78K ﹤0.01%
1,375
-2,205
908
$77K ﹤0.01%
2,222
-1,696
909
$77K ﹤0.01%
4,940
-20
910
$77K ﹤0.01%
6,219
+292
911
$76K ﹤0.01%
853
-325
912
$75K ﹤0.01%
1,552
-336
913
$75K ﹤0.01%
5,189
+52
914
$75K ﹤0.01%
+2,243
915
$75K ﹤0.01%
995
-846
916
$75K ﹤0.01%
848
+71
917
$74K ﹤0.01%
2,000
918
$74K ﹤0.01%
1,346
-49
919
$74K ﹤0.01%
676
-608
920
$73K ﹤0.01%
2,025
+675
921
$73K ﹤0.01%
2,156
-358
922
$73K ﹤0.01%
7,566
+7,345
923
$73K ﹤0.01%
1,735
-248
924
$73K ﹤0.01%
1,368
-1,779
925
$73K ﹤0.01%
2,738
-1,387
35 36
37
38 39