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
1351
$19K ﹤0.01%
500
-250
1352
$19K ﹤0.01%
3,266
-1,360
1353
$19K ﹤0.01%
557
-607
1354
$19K ﹤0.01%
1,104
+574
1355
$19K ﹤0.01%
540
-25
1356
$19K ﹤0.01%
+358
1357
$19K ﹤0.01%
1,480
-1,100
1358
$19K ﹤0.01%
560
+2
1359
$19K ﹤0.01%
1,105
-110
1360
$19K ﹤0.01%
425
1361
$19K ﹤0.01%
340
+2
1362
$19K ﹤0.01%
+444
1363
$19K ﹤0.01%
772
+720
1364
$19K ﹤0.01%
2,500
1365
$19K ﹤0.01%
697
+127
1366
$19K ﹤0.01%
+1,471
1367
$19K ﹤0.01%
225
-1,244
1368
$18K ﹤0.01%
397
1369
$18K ﹤0.01%
200
+109
1370
$18K ﹤0.01%
2,045
+358
1371
$18K ﹤0.01%
203
1372
$18K ﹤0.01%
1,995
+118
1373
$18K ﹤0.01%
750
-775
1374
$18K ﹤0.01%
1,138
1375
$18K ﹤0.01%
900
+725
53 54
55
56 57