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
1151
$34K ﹤0.01%
3,155
+23
1152
$34K ﹤0.01%
893
-1,770
1153
$34K ﹤0.01%
1,267
+719
1154
$34K ﹤0.01%
699
+600
1155
$33K ﹤0.01%
+2,210
1156
$33K ﹤0.01%
1,067
-362
1157
$33K ﹤0.01%
1,910
+3
1158
$33K ﹤0.01%
981
-435
1159
$33K ﹤0.01%
3,880
+3,530
1160
$33K ﹤0.01%
1,875
+518
1161
$32K ﹤0.01%
3,920
-1,072
1162
$32K ﹤0.01%
+3,894
1163
$32K ﹤0.01%
1,000
-49
1164
$32K ﹤0.01%
465
-1,086
1165
$32K ﹤0.01%
1,450
+391
1166
$32K ﹤0.01%
433
+377
1167
$32K ﹤0.01%
233
-546
1168
$32K ﹤0.01%
814
-31
1169
$32K ﹤0.01%
1,720
-900
1170
$32K ﹤0.01%
1,433
1171
$32K ﹤0.01%
645
+155
1172
$32K ﹤0.01%
+604
1173
$32K ﹤0.01%
286
+34
1174
$31K ﹤0.01%
327
-309
1175
$31K ﹤0.01%
6,603