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
1926
$2K ﹤0.01%
54
-22
1927
$2K ﹤0.01%
99
+67
1928
$2K ﹤0.01%
95
+63
1929
$2K ﹤0.01%
+96
1930
$2K ﹤0.01%
+207
1931
$2K ﹤0.01%
+37
1932
$2K ﹤0.01%
+34
1933
$2K ﹤0.01%
+22
1934
$2K ﹤0.01%
120
1935
$2K ﹤0.01%
100
1936
$2K ﹤0.01%
+77
1937
$2K ﹤0.01%
+150
1938
$2K ﹤0.01%
+750
1939
$2K ﹤0.01%
+69
1940
$2K ﹤0.01%
+65
1941
$2K ﹤0.01%
166
1942
$2K ﹤0.01%
+56
1943
$2K ﹤0.01%
+147
1944
$2K ﹤0.01%
+36
1945
$2K ﹤0.01%
+94
1946
$2K ﹤0.01%
+39
1947
$2K ﹤0.01%
+131
1948
$2K ﹤0.01%
+111
1949
$2K ﹤0.01%
+46
1950
$2K ﹤0.01%
+72