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
1626
$5K ﹤0.01%
+101
1627
$5K ﹤0.01%
+415
1628
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+725
1629
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+133
1630
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+130
1631
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+172
1632
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+386
1633
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+401
1634
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+148
1635
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195
-3,343
1636
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+139
1637
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+137
1638
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324
+284
1639
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+370
1640
$5K ﹤0.01%
71
+45
1641
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+400
1642
$5K ﹤0.01%
+109
1643
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691
1644
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+159
1645
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+322
1646
$5K ﹤0.01%
+276
1647
$5K ﹤0.01%
+378
1648
$5K ﹤0.01%
+56
1649
$5K ﹤0.01%
+200
1650
$5K ﹤0.01%
+156