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
1651
$7K ﹤0.01%
246
-180
1652
$7K ﹤0.01%
500
1653
$7K ﹤0.01%
+250
1654
$7K ﹤0.01%
+280
1655
$7K ﹤0.01%
257
-184
1656
$7K ﹤0.01%
252
1657
$7K ﹤0.01%
144
1658
$7K ﹤0.01%
25
+18
1659
$7K ﹤0.01%
+61
1660
$7K ﹤0.01%
132
-166
1661
$7K ﹤0.01%
144
+115
1662
$7K ﹤0.01%
+111
1663
$7K ﹤0.01%
+275
1664
$7K ﹤0.01%
333
+305
1665
$7K ﹤0.01%
228
-48
1666
$7K ﹤0.01%
438
-42
1667
$6K ﹤0.01%
+601
1668
$6K ﹤0.01%
127
-5
1669
$6K ﹤0.01%
208
+38
1670
$6K ﹤0.01%
200
-787
1671
$6K ﹤0.01%
+757
1672
$6K ﹤0.01%
332
+83
1673
$6K ﹤0.01%
134
1674
$6K ﹤0.01%
+317
1675
$6K ﹤0.01%
1,711
-56
65 66
67
68 69