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
926
$46K ﹤0.01%
+895
927
$46K ﹤0.01%
958
-6,631
928
$45K ﹤0.01%
1,037
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$45K ﹤0.01%
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930
$45K ﹤0.01%
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+1,019
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$44K ﹤0.01%
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$44K ﹤0.01%
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412
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$44K ﹤0.01%
4,301
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$44K ﹤0.01%
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939
$43K ﹤0.01%
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$43K ﹤0.01%
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944
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$43K ﹤0.01%
4,847
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948
$43K ﹤0.01%
883
+32
949
$43K ﹤0.01%
+1,904
950
$43K ﹤0.01%
193
-52