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
1601
$8K ﹤0.01%
150
-169
1602
$8K ﹤0.01%
35
-25
1603
$8K ﹤0.01%
263
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1604
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288
1605
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261
-20
1606
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504
-96
1607
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262
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1608
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400
-172
1609
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500
-6,093
1610
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+859
1611
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309
-890
1612
$8K ﹤0.01%
1,000
+621
1613
$8K ﹤0.01%
197
-114
1614
$8K ﹤0.01%
+230
1615
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133
1616
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258
1617
$8K ﹤0.01%
165
-54
1618
$8K ﹤0.01%
656
+471
1619
$8K ﹤0.01%
+97
1620
$8K ﹤0.01%
80
-27
1621
$8K ﹤0.01%
340
-537
1622
$8K ﹤0.01%
670
1623
$8K ﹤0.01%
+74
1624
$8K ﹤0.01%
+159
1625
$7K ﹤0.01%
128
-374
63 64
65
66 67