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
1176
$31K ﹤0.01%
1,000
-105
1177
$31K ﹤0.01%
1,630
-21
1178
$31K ﹤0.01%
918
-1,397
1179
$31K ﹤0.01%
65
-118
1180
$31K ﹤0.01%
865
+365
1181
$31K ﹤0.01%
1,000
-37
1182
$31K ﹤0.01%
395
1183
$31K ﹤0.01%
2,625
-910
1184
$30K ﹤0.01%
709
-88
1185
$30K ﹤0.01%
662
1186
$30K ﹤0.01%
1,119
+322
1187
$30K ﹤0.01%
478
1188
$30K ﹤0.01%
1,022
1189
$30K ﹤0.01%
+3,446
1190
$30K ﹤0.01%
424
1191
$30K ﹤0.01%
157
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1192
$30K ﹤0.01%
953
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1193
$30K ﹤0.01%
1,539
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1194
$29K ﹤0.01%
558
1195
$29K ﹤0.01%
+1,881
1196
$29K ﹤0.01%
2,000
+500
1197
$29K ﹤0.01%
187
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1198
$29K ﹤0.01%
538
+94
1199
$29K ﹤0.01%
1,042
-875
1200
$29K ﹤0.01%
1,852
+1,722
46 47
48
49 50