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
951
$43K ﹤0.01%
400
-55
952
$43K ﹤0.01%
+1,335
953
$43K ﹤0.01%
933
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954
$43K ﹤0.01%
987
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955
$42K ﹤0.01%
712
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956
$42K ﹤0.01%
1,627
+1,615
957
$42K ﹤0.01%
1,267
+712
958
$42K ﹤0.01%
337
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959
$41K ﹤0.01%
1,667
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$41K ﹤0.01%
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961
$41K ﹤0.01%
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962
$41K ﹤0.01%
537
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963
$41K ﹤0.01%
792
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964
$41K ﹤0.01%
791
965
$41K ﹤0.01%
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966
$41K ﹤0.01%
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967
$40K ﹤0.01%
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968
$40K ﹤0.01%
2,183
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969
$39K ﹤0.01%
1,625
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970
$39K ﹤0.01%
397
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$39K ﹤0.01%
2,218
+2,126
972
$39K ﹤0.01%
784
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973
$39K ﹤0.01%
+874
974
$39K ﹤0.01%
725
-168
975
$39K ﹤0.01%
1,155
+806
37 38
39
40 41