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
1301
$22K ﹤0.01%
193
-1,137
1302
$22K ﹤0.01%
1,219
-299
1303
$22K ﹤0.01%
375
1304
$22K ﹤0.01%
906
+6
1305
$22K ﹤0.01%
713
-217
1306
$22K ﹤0.01%
+250
1307
$21K ﹤0.01%
+1,000
1308
$21K ﹤0.01%
5,453
+1,058
1309
$21K ﹤0.01%
1,035
-791
1310
$21K ﹤0.01%
657
+100
1311
$21K ﹤0.01%
369
+63
1312
$21K ﹤0.01%
250
-13
1313
$21K ﹤0.01%
+2,200
1314
$21K ﹤0.01%
412
-2,607
1315
$21K ﹤0.01%
641
-261
1316
$21K ﹤0.01%
+351
1317
$21K ﹤0.01%
506
-155
1318
$21K ﹤0.01%
226
+188
1319
$21K ﹤0.01%
891
-2,456
1320
$21K ﹤0.01%
210
1321
$21K ﹤0.01%
276
+97
1322
$21K ﹤0.01%
250
1323
$21K ﹤0.01%
219
-154
1324
$21K ﹤0.01%
2,000
1325
$20K ﹤0.01%
256
-12
51 52
53
54 55