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
1701
$5K ﹤0.01%
+60
1702
$5K ﹤0.01%
224
-224
1703
$5K ﹤0.01%
205
-753
1704
$5K ﹤0.01%
+97
1705
$5K ﹤0.01%
+350
1706
$5K ﹤0.01%
111
-1,167
1707
$5K ﹤0.01%
+2,200
1708
$5K ﹤0.01%
100
1709
$5K ﹤0.01%
91
-281
1710
$5K ﹤0.01%
103
-33
1711
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39
-231
1712
$5K ﹤0.01%
49
-104
1713
$5K ﹤0.01%
147
+12
1714
$5K ﹤0.01%
103
-91
1715
$5K ﹤0.01%
80
+30
1716
$5K ﹤0.01%
691
1717
$5K ﹤0.01%
162
-105
1718
$5K ﹤0.01%
360
1719
$5K ﹤0.01%
51
1720
$5K ﹤0.01%
24
-23
1721
$5K ﹤0.01%
300
1722
$5K ﹤0.01%
500
+385
1723
$5K ﹤0.01%
+104
1724
$5K ﹤0.01%
+93
1725
$5K ﹤0.01%
500
+50
67 68
69
70 71