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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1 +$215M
2 +$113M
3 +$82.8M
4
BND icon
Vanguard Total Bond Market
BND
+$82.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.3M

Top Sells

1 +$27M
2 +$17M
3 +$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.37M
5
PHM icon
Pultegroup
PHM
+$7.92M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.96%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$16K ﹤0.01%
+400
1277
$16K ﹤0.01%
1,310
+634
1278
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611
+25
1279
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618
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1280
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533
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1281
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+381
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420
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$16K ﹤0.01%
+1,647
1284
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211
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857
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1286
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297
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800
1288
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600
1289
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150
1290
$15K ﹤0.01%
333
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1291
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797
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1294
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157
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1295
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1296
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1297
$15K ﹤0.01%
1,676
1298
$15K ﹤0.01%
918
-61
1299
$15K ﹤0.01%
578
+474
1300
$15K ﹤0.01%
+530