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
1501
– –
0
1502
$12K ﹤0.01%
+14
1503
$12K ﹤0.01%
3,400
1504
$11K ﹤0.01%
133
-64
1505
$11K ﹤0.01%
326
+325
1506
$11K ﹤0.01%
+359
1507
$11K ﹤0.01%
188
-283
1508
$11K ﹤0.01%
+456
1509
$11K ﹤0.01%
147
-109
1510
$11K ﹤0.01%
+366
1511
$11K ﹤0.01%
+327
1512
$11K ﹤0.01%
+412
1513
$11K ﹤0.01%
+481
1514
$11K ﹤0.01%
961
1515
$11K ﹤0.01%
125
-45
1516
$11K ﹤0.01%
516
-272
1517
$11K ﹤0.01%
1,450
1518
$11K ﹤0.01%
88
-93
1519
$11K ﹤0.01%
170
-147
1520
$11K ﹤0.01%
1,297
1521
$11K ﹤0.01%
153
-144
1522
$11K ﹤0.01%
1,405
-5,485
1523
$11K ﹤0.01%
677
-1,853
1524
$11K ﹤0.01%
+803
1525
$11K ﹤0.01%
75
-21
59 60
61
62 63