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
1476
$12K ﹤0.01%
575
+531
1477
$12K ﹤0.01%
1,450
1478
$12K ﹤0.01%
+226
1479
$12K ﹤0.01%
+285
1480
$12K ﹤0.01%
+550
1481
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+500
1482
$12K ﹤0.01%
331
-900
1483
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496
+420
1484
$12K ﹤0.01%
167
-124
1485
$12K ﹤0.01%
383
+336
1486
$12K ﹤0.01%
86
-150
1487
$12K ﹤0.01%
287
-166
1488
$12K ﹤0.01%
800
-1,489
1489
$12K ﹤0.01%
+276
1490
$12K ﹤0.01%
175
-197
1491
$12K ﹤0.01%
+330
1492
$12K ﹤0.01%
610
-68
1493
$12K ﹤0.01%
390
-281
1494
$12K ﹤0.01%
242
-781
1495
$12K ﹤0.01%
+113
1496
$12K ﹤0.01%
+713
1497
$12K ﹤0.01%
1,750
1498
$12K ﹤0.01%
28
+6
1499
$12K ﹤0.01%
315
-435
1500
$12K ﹤0.01%
+229
58 59
60
61 62