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Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
1601
$6K ﹤0.01%
100
-298
1602
$6K ﹤0.01%
+278
1603
$6K ﹤0.01%
+126
1604
$6K ﹤0.01%
+159
1605
$6K ﹤0.01%
+237
1606
$6K ﹤0.01%
+192
1607
$6K ﹤0.01%
+376
1608
$6K ﹤0.01%
164
+162
1609
$6K ﹤0.01%
+201
1610
$6K ﹤0.01%
132
+9
1611
$6K ﹤0.01%
97
+76
1612
$6K ﹤0.01%
+156
1613
$6K ﹤0.01%
500
1614
$6K ﹤0.01%
+139
1615
$6K ﹤0.01%
+178
1616
$6K ﹤0.01%
+210
1617
$5K ﹤0.01%
154
+10
1618
$5K ﹤0.01%
+190
1619
$5K ﹤0.01%
323
+322
1620
$5K ﹤0.01%
+194
1621
$5K ﹤0.01%
217
+216
1622
$5K ﹤0.01%
+171
1623
$5K ﹤0.01%
300
1624
$5K ﹤0.01%
+101
1625
$5K ﹤0.01%
+415