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
1201
$29K ﹤0.01%
285
-83
1202
$29K ﹤0.01%
1,400
-1,009
1203
$29K ﹤0.01%
1,200
1204
$29K ﹤0.01%
+2,000
1205
$29K ﹤0.01%
532
+375
1206
$29K ﹤0.01%
761
-456
1207
$29K ﹤0.01%
1,857
+40
1208
$28K ﹤0.01%
150
+140
1209
$28K ﹤0.01%
3,800
-4,395
1210
$28K ﹤0.01%
437
-398
1211
$28K ﹤0.01%
+618
1212
$28K ﹤0.01%
+1,320
1213
$28K ﹤0.01%
804
-129
1214
$28K ﹤0.01%
950
1215
$28K ﹤0.01%
446
+153
1216
$28K ﹤0.01%
2,477
-104
1217
$28K ﹤0.01%
712
-203
1218
$27K ﹤0.01%
982
+104
1219
$27K ﹤0.01%
+3,800
1220
$27K ﹤0.01%
890
+851
1221
$27K ﹤0.01%
520
-847
1222
$27K ﹤0.01%
1,285
1223
$27K ﹤0.01%
198
-910
1224
$27K ﹤0.01%
978
-132
1225
$27K ﹤0.01%
978
+162
47 48
49
50 51