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
1326
$20K ﹤0.01%
+1,229
1327
$20K ﹤0.01%
732
-1,099
1328
$20K ﹤0.01%
+427
1329
$20K ﹤0.01%
+817
1330
$20K ﹤0.01%
+900
1331
$20K ﹤0.01%
679
-210
1332
$20K ﹤0.01%
690
-23
1333
$20K ﹤0.01%
1,090
1334
$20K ﹤0.01%
2,500
-1,779
1335
$20K ﹤0.01%
+532
1336
$20K ﹤0.01%
168
-90
1337
$20K ﹤0.01%
834
-1,200
1338
$20K ﹤0.01%
1,063
+263
1339
$20K ﹤0.01%
538
-370
1340
$20K ﹤0.01%
676
-986
1341
$20K ﹤0.01%
338
-250
1342
$20K ﹤0.01%
1,544
-18
1343
$20K ﹤0.01%
326
+208
1344
$20K ﹤0.01%
667
1345
$19K ﹤0.01%
+500
1346
$19K ﹤0.01%
1,498
+1,198
1347
$19K ﹤0.01%
850
-380
1348
$19K ﹤0.01%
215
-1,407
1349
$19K ﹤0.01%
311
-61
1350
$19K ﹤0.01%
1,778
+1,513
52 53
54
55 56