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
1026
$33K ﹤0.01%
+2,141
1027
$33K ﹤0.01%
320
1028
$32K ﹤0.01%
+1,224
1029
$32K ﹤0.01%
773
+751
1030
$32K ﹤0.01%
6,603
1031
$32K ﹤0.01%
+4,448
1032
$32K ﹤0.01%
3,860
-44,040
1033
$32K ﹤0.01%
+272
1034
$32K ﹤0.01%
500
1035
$32K ﹤0.01%
+597
1036
$32K ﹤0.01%
999
+147
1037
$32K ﹤0.01%
1,485
-161
1038
$31K ﹤0.01%
1,665
-16,875
1039
$31K ﹤0.01%
+1,036
1040
$31K ﹤0.01%
918
-666
1041
$31K ﹤0.01%
+701
1042
$31K ﹤0.01%
+585
1043
$31K ﹤0.01%
725
+233
1044
$31K ﹤0.01%
188
1045
$31K ﹤0.01%
+1,009
1046
$31K ﹤0.01%
+1,027
1047
$31K ﹤0.01%
+314
1048
$30K ﹤0.01%
1,610
+380
1049
$30K ﹤0.01%
383
-13,876
1050
$30K ﹤0.01%
817
-85
40 41
42
43 44