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
1301
$15K ﹤0.01%
+337
1302
$15K ﹤0.01%
+175
1303
$15K ﹤0.01%
+607
1304
$15K ﹤0.01%
791
-4,209
1305
$15K ﹤0.01%
+514
1306
$15K ﹤0.01%
+351
1307
$15K ﹤0.01%
+305
1308
$15K ﹤0.01%
341
+294
1309
$15K ﹤0.01%
+1,960
1310
$15K ﹤0.01%
634
+572
1311
$15K ﹤0.01%
823
1312
$15K ﹤0.01%
+440
1313
$15K ﹤0.01%
1,500
-500
1314
$15K ﹤0.01%
294
+194
1315
$14K ﹤0.01%
+394
1316
$14K ﹤0.01%
796
+446
1317
$14K ﹤0.01%
589
+588
1318
$14K ﹤0.01%
+326
1319
$14K ﹤0.01%
+855
1320
$14K ﹤0.01%
348
-127
1321
$14K ﹤0.01%
2,349
-13,785
1322
$14K ﹤0.01%
725
-1,800
1323
$14K ﹤0.01%
+718
1324
$14K ﹤0.01%
648
-749
1325
$14K ﹤0.01%
+223
51 52
53
54 55