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
$2.39B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$16.8M
3
+$14M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$10M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.66M

Top Sells

1
+$13.5M
2
+$10.9M
3
+$6.56M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$5.45M
5
JPM icon
JPMorgan Chase
JPM
+$3.21M

Sector Composition

1 Healthcare 4.47%
2 Technology 3.81%
3 Industrials 3.57%
4 Consumer Staples 3.01%
5 Energy 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-540
1302
– –
-65
1303
– –
-31
1304
– –
-68
1305
– –
-37
1306
– –
-275
1307
– –
-41
1308
– –
-141
1309
– –
-98
1310
– –
-288
1311
$0 ﹤0.01%
10
+4
1312
– –
-336
1313
– –
-103
1314
– –
-5
1315
– –
-34
1316
– –
-160
1317
– –
-778
1318
$0 ﹤0.01%
+6
1319
– –
-1
1320
– –
-50
1321
– –
-300
1322
$0 ﹤0.01%
39
-78
1323
– –
-2,816
1324
– –
-226
1325
– –
-37
51 52
53
54 55