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
1226
$27K ﹤0.01%
+1,544
1227
$27K ﹤0.01%
+2,000
1228
$27K ﹤0.01%
506
-8
1229
$27K ﹤0.01%
287
-529
1230
$27K ﹤0.01%
2,015
1231
$27K ﹤0.01%
1,802
+1,337
1232
$27K ﹤0.01%
1,430
+4
1233
$27K ﹤0.01%
1,461
+30
1234
$27K ﹤0.01%
898
+247
1235
$27K ﹤0.01%
1,307
-63
1236
$26K ﹤0.01%
1,549
1237
$26K ﹤0.01%
486
1238
$26K ﹤0.01%
609
-500
1239
$26K ﹤0.01%
+1,166
1240
$26K ﹤0.01%
320
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1241
$26K ﹤0.01%
129
-24
1242
$26K ﹤0.01%
192
-40
1243
$26K ﹤0.01%
606
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1244
$26K ﹤0.01%
447
1245
$26K ﹤0.01%
957
+385
1246
$26K ﹤0.01%
517
+493
1247
$25K ﹤0.01%
434
-64
1248
$25K ﹤0.01%
586
+96
1249
$25K ﹤0.01%
1,038
1250
$25K ﹤0.01%
469
-393
48 49
50
51 52