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
1901
$1K ﹤0.01%
5
-511
1902
$1K ﹤0.01%
39
-231
1903
$1K ﹤0.01%
72
1904
$1K ﹤0.01%
+81
1905
$1K ﹤0.01%
24
-116
1906
$1K ﹤0.01%
+129
1907
$1K ﹤0.01%
+59
1908
$1K ﹤0.01%
22
-38
1909
$1K ﹤0.01%
55
-291
1910
$1K ﹤0.01%
30
-55
1911
$1K ﹤0.01%
56
-313
1912
$1K ﹤0.01%
250
+115
1913
$1K ﹤0.01%
67
-257
1914
$1K ﹤0.01%
+25
1915
$1K ﹤0.01%
+31
1916
$1K ﹤0.01%
169
-1,157
1917
$1K ﹤0.01%
70
1918
$1K ﹤0.01%
+16
1919
$1K ﹤0.01%
300
1920
$1K ﹤0.01%
62
-1,334
1921
$1K ﹤0.01%
13
-39
1922
$1K ﹤0.01%
175
1923
$1K ﹤0.01%
+100
1924
$1K ﹤0.01%
109
1925
$1K ﹤0.01%
158
75 76
77
78 79