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
1126
$24K ﹤0.01%
191
+52
1127
$24K ﹤0.01%
+813
1128
$24K ﹤0.01%
390
+312
1129
$24K ﹤0.01%
201
1130
$24K ﹤0.01%
+181
1131
$23K ﹤0.01%
628
+122
1132
$23K ﹤0.01%
1,436
+165
1133
$23K ﹤0.01%
1,036
+11
1134
$23K ﹤0.01%
+663
1135
$23K ﹤0.01%
1,500
1136
$23K ﹤0.01%
+420
1137
$23K ﹤0.01%
+5,060
1138
$23K ﹤0.01%
+324
1139
$23K ﹤0.01%
852
-6,869
1140
$23K ﹤0.01%
182
+112
1141
$23K ﹤0.01%
394
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1142
$23K ﹤0.01%
707
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1143
$23K ﹤0.01%
+237
1144
$23K ﹤0.01%
500
1145
$22K ﹤0.01%
457
1146
$22K ﹤0.01%
+1,744
1147
$22K ﹤0.01%
+385
1148
$22K ﹤0.01%
141
+1
1149
$22K ﹤0.01%
+1,130
1150
$22K ﹤0.01%
2,000