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
1426
$15K ﹤0.01%
234
-6,058
1427
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15
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1431
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911
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408
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500
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737
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1439
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1440
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1,333
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1,974
1442
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1443
$14K ﹤0.01%
3,140
1444
$14K ﹤0.01%
339
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1445
$14K ﹤0.01%
+390
1446
$14K ﹤0.01%
1,982
-257
1447
$14K ﹤0.01%
183
-666
1448
$14K ﹤0.01%
94
+18
1449
$14K ﹤0.01%
+2,000
1450
$14K ﹤0.01%
299
+1