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
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$208M
3
+$181M
4
BND icon
Vanguard Total Bond Market
BND
+$177M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$110M

Top Sells

1
+$63.8M
2
+$20.1M
3
+$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$30K ﹤0.01%
1,375
+708
1452
$30K ﹤0.01%
2,550
-2,602
1453
$30K ﹤0.01%
2,072
+512
1454
$30K ﹤0.01%
1,428
+270
1455
$30K ﹤0.01%
2,449
1456
$30K ﹤0.01%
2,904
1457
$29K ﹤0.01%
1,824
-507
1458
$29K ﹤0.01%
456
1459
$29K ﹤0.01%
268
1460
$29K ﹤0.01%
+1,155
1461
$29K ﹤0.01%
3,019
+150
1462
$29K ﹤0.01%
556
+356
1463
$29K ﹤0.01%
341
+131
1464
$29K ﹤0.01%
1,104
+512
1465
$29K ﹤0.01%
1,299
1466
$29K ﹤0.01%
1,088
+801
1467
$28K ﹤0.01%
2,112
-4,560
1468
$28K ﹤0.01%
+1,534
1469
$28K ﹤0.01%
+926
1470
$28K ﹤0.01%
1,768
-132
1471
$28K ﹤0.01%
1,026
+633
1472
$28K ﹤0.01%
876
1473
$28K ﹤0.01%
+1,265
1474
$28K ﹤0.01%
475
+164
1475
$28K ﹤0.01%
2,195
+621
57 58
59
60 61