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
1351
$13K ﹤0.01%
+1,000
1352
$13K ﹤0.01%
839
+798
1353
$13K ﹤0.01%
+269
1354
$13K ﹤0.01%
670
1355
$13K ﹤0.01%
666
+66
1356
$12K ﹤0.01%
+558
1357
$12K ﹤0.01%
212
+143
1358
$12K ﹤0.01%
1,589
+292
1359
$12K ﹤0.01%
+1,240
1360
$12K ﹤0.01%
1,450
-4,749
1361
$12K ﹤0.01%
+305
1362
$12K ﹤0.01%
+2,913
1363
$12K ﹤0.01%
+865
1364
$12K ﹤0.01%
+570
1365
$12K ﹤0.01%
650
1366
$12K ﹤0.01%
261
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1367
$12K ﹤0.01%
+177
1368
$12K ﹤0.01%
368
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1369
$12K ﹤0.01%
+515
1370
$12K ﹤0.01%
+505
1371
$12K ﹤0.01%
+2,000
1372
$12K ﹤0.01%
447
+6
1373
$12K ﹤0.01%
1,066
+866
1374
$12K ﹤0.01%
+1,000
1375
$12K ﹤0.01%
+500