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
$11B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,718
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$199M
3
+$144M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$117M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1
+$10.5M
2
+$8.54M
3
+$8.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.72M
5
CSL icon
Carlisle Companies
CSL
+$5.87M

Sector Composition

1 Technology 2.39%
2 Healthcare 2.34%
3 Financials 2.31%
4 Industrials 1.8%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
$37K ﹤0.01%
+1,471
1127
$37K ﹤0.01%
1,586
+598
1128
$37K ﹤0.01%
630
+4
1129
$36K ﹤0.01%
1,062
-238
1130
$36K ﹤0.01%
1,000
-829
1131
$36K ﹤0.01%
1,500
1132
$36K ﹤0.01%
+1,750
1133
$36K ﹤0.01%
1,511
-1,321
1134
$36K ﹤0.01%
2,370
1135
$36K ﹤0.01%
1,000
1136
$36K ﹤0.01%
761
+631
1137
$36K ﹤0.01%
1,600
-11
1138
$35K ﹤0.01%
2,312
+1,967
1139
$35K ﹤0.01%
579
+566
1140
$35K ﹤0.01%
1,680
-520
1141
$35K ﹤0.01%
1,970
1142
$35K ﹤0.01%
582
+2
1143
$35K ﹤0.01%
384
-273
1144
$35K ﹤0.01%
489
1145
$35K ﹤0.01%
373
-170
1146
$34K ﹤0.01%
796
-319
1147
$34K ﹤0.01%
2,000
1148
$34K ﹤0.01%
1,303
+15
1149
$34K ﹤0.01%
3,911
-108
1150
$34K ﹤0.01%
+975
44 45
46
47 48