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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1
+$215M
2
+$113M
3
+$82.8M
4
BND icon
Vanguard Total Bond Market
BND
+$82.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.3M

Top Sells

1
+$27M
2
+$17M
3
+$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.37M
5
PHM icon
Pultegroup
PHM
+$7.92M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.96%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1526
$8K ﹤0.01%
103
+51
1527
$8K ﹤0.01%
60
+31
1528
$8K ﹤0.01%
573
1529
$8K ﹤0.01%
+62
1530
$7K ﹤0.01%
+581
1531
$7K ﹤0.01%
2,450
+650
1532
$7K ﹤0.01%
+443
1533
$7K ﹤0.01%
500
-300
1534
$7K ﹤0.01%
+252
1535
$7K ﹤0.01%
249
1536
$7K ﹤0.01%
194
+37
1537
$7K ﹤0.01%
+65
1538
$7K ﹤0.01%
+200
1539
$7K ﹤0.01%
+123
1540
$7K ﹤0.01%
+298
1541
$7K ﹤0.01%
72
-247
1542
$7K ﹤0.01%
+88
1543
$7K ﹤0.01%
+208
1544
$7K ﹤0.01%
+801
1545
$7K ﹤0.01%
+726
1546
$7K ﹤0.01%
+153
1547
$7K ﹤0.01%
+439
1548
$7K ﹤0.01%
230
1549
$7K ﹤0.01%
+1,159
1550
$7K ﹤0.01%
+276
60 61
62
63 64