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
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$208M
3
+$181M
4
BND icon
Vanguard Total Bond Market
BND
+$177M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$110M

Top Sells

1
+$63.8M
2
+$20.1M
3
+$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$15K ﹤0.01%
178
-29
1702
$15K ﹤0.01%
203
1703
$15K ﹤0.01%
+500
1704
$15K ﹤0.01%
1,023
+73
1705
$15K ﹤0.01%
841
1706
$15K ﹤0.01%
250
1707
$15K ﹤0.01%
482
-49
1708
$15K ﹤0.01%
1,215
+210
1709
$15K ﹤0.01%
250
-22
1710
$15K ﹤0.01%
167
-8
1711
$15K ﹤0.01%
207
1712
$15K ﹤0.01%
251
1713
$15K ﹤0.01%
516
-152
1714
$15K ﹤0.01%
+755
1715
$14K ﹤0.01%
1,187
+319
1716
$14K ﹤0.01%
304
-457
1717
$14K ﹤0.01%
15
-5
1718
$14K ﹤0.01%
+185
1719
$14K ﹤0.01%
2,082
+86
1720
$14K ﹤0.01%
141
+35
1721
$14K ﹤0.01%
398
+45
1722
$14K ﹤0.01%
+209
1723
$14K ﹤0.01%
190
+100
1724
$14K ﹤0.01%
246
-226
1725
$14K ﹤0.01%
2,500
67 68
69
70 71