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
1826
$2K ﹤0.01%
33
1827
$2K ﹤0.01%
+128
1828
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+47
1829
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35
1830
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+100
1831
– –
0
1832
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79
1833
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36
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1835
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47
-334
1836
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100
-3
1837
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1838
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100
1839
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93
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1840
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117
+98
1841
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+100
1842
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1843
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73
+58
1844
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21
-242
1845
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131
-526
1846
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240
-4,750
1847
$2K ﹤0.01%
+202
1848
$2K ﹤0.01%
58
+27
1849
$2K ﹤0.01%
310
1850
$2K ﹤0.01%
40
-106
72 73
74
75 76