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
$6.18B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,425
New
Increased
Reduced
Closed

Top Buys

1 +$215M
2 +$113M
3 +$82.8M
4
BND icon
Vanguard Total Bond Market
BND
+$82.1M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$77.3M

Top Sells

1 +$27M
2 +$17M
3 +$12.2M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.37M
5
PHM icon
Pultegroup
PHM
+$7.92M

Sector Composition

1 Healthcare 3.21%
2 Technology 2.96%
3 Financials 2.52%
4 Consumer Discretionary 2.44%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$3K ﹤0.01%
+275
1827
$3K ﹤0.01%
97
+96
1828
$3K ﹤0.01%
+190
1829
$3K ﹤0.01%
+141
1830
$3K ﹤0.01%
+110
1831
$3K ﹤0.01%
+35
1832
$3K ﹤0.01%
+200
1833
$3K ﹤0.01%
1,335
1834
$3K ﹤0.01%
122
-119
1835
$3K ﹤0.01%
228
+100
1836
$3K ﹤0.01%
7,097
-3,250
1837
$3K ﹤0.01%
+167
1838
$3K ﹤0.01%
56
1839
$3K ﹤0.01%
2,316
+116
1840
$3K ﹤0.01%
+68
1841
$3K ﹤0.01%
+500
1842
$3K ﹤0.01%
+157
1843
$3K ﹤0.01%
+287
1844
$3K ﹤0.01%
100
1845
$3K ﹤0.01%
50
1846
$3K ﹤0.01%
311
+120
1847
$3K ﹤0.01%
+269
1848
$3K ﹤0.01%
72
-77
1849
$3K ﹤0.01%
+129
1850
$3K ﹤0.01%
+131