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
$3.86B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$28.3M
3
+$19.8M
4
BND icon
Vanguard Total Bond Market
BND
+$19.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.7M

Top Sells

1
+$13.8M
2
+$11.7M
3
+$7.47M
4
M icon
Macy's
M
+$6.45M
5
DD
Du Pont De Nemours E I
DD
+$4.36M

Sector Composition

1 Healthcare 4.35%
2 Technology 3.78%
3 Financials 2.91%
4 Industrials 2.86%
5 Consumer Staples 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
– –
-1,938
1677
– –
-600
1678
– –
-34
1679
$0 ﹤0.01%
1
-854
1680
– –
-725
1681
– –
-838
1682
– –
-31
1683
– –
-1,007
1684
– –
-400
1685
– –
-67
1686
– –
-200
1687
– –
-350
1688
– –
-152
1689
– –
-500
1690
– –
-382
1691
– –
-158
1692
– –
-729
1693
– –
-109
1694
– –
-310
1695
$0 ﹤0.01%
3
-598
1696
– –
-1,000
1697
– –
-36
1698
– –
-1
1699
– –
-285
1700
– –
-396
66 67
68
69 70