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
976
$39K ﹤0.01%
2,284
+495
977
$39K ﹤0.01%
585
+511
978
$39K ﹤0.01%
1,343
+1,124
979
$39K ﹤0.01%
768
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$38K ﹤0.01%
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981
$38K ﹤0.01%
3,991
982
$38K ﹤0.01%
828
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983
$38K ﹤0.01%
+1,546
984
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576
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214
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$37K ﹤0.01%
3,641
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329
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988
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1,033
+633
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$37K ﹤0.01%
1,240
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$37K ﹤0.01%
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992
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384
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$37K ﹤0.01%
1,654
+321
994
$37K ﹤0.01%
598
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995
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296
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$36K ﹤0.01%
539
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$36K ﹤0.01%
1,200
998
$36K ﹤0.01%
511
+294
999
$36K ﹤0.01%
549
+49
1000
$36K ﹤0.01%
1,241
+1,141