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
1726
$5K ﹤0.01%
169
1727
$5K ﹤0.01%
52
1728
$5K ﹤0.01%
+200
1729
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52
+18
1730
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498
1731
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190
-151
1732
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+301
1733
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586
1734
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500
1735
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+78
1736
$4K ﹤0.01%
691
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1737
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34
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1738
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474
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1739
$4K ﹤0.01%
100
-16
1740
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1741
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47
1742
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1743
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1744
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+88
1745
$4K ﹤0.01%
120
+45
1746
$4K ﹤0.01%
83
-267
1747
$4K ﹤0.01%
86
-149
1748
$4K ﹤0.01%
174
-516
1749
$4K ﹤0.01%
52
-99
1750
$4K ﹤0.01%
54
-1,124
68 69
70
71 72