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
1926
$1K ﹤0.01%
20
1927
$1K ﹤0.01%
+18
1928
$1K ﹤0.01%
68
1929
$1K ﹤0.01%
+25
1930
$1K ﹤0.01%
18
1931
$1K ﹤0.01%
47
-585
1932
$1K ﹤0.01%
13
-543
1933
$1K ﹤0.01%
60
1934
$1K ﹤0.01%
+12
1935
$1K ﹤0.01%
+1,000
1936
$1K ﹤0.01%
42
1937
$1K ﹤0.01%
115
1938
$1K ﹤0.01%
4
1939
$1K ﹤0.01%
1
-4
1940
$1K ﹤0.01%
88
1941
$1K ﹤0.01%
373
-333
1942
$1K ﹤0.01%
+74
1943
$1K ﹤0.01%
57
+14
1944
$1K ﹤0.01%
15
-41
1945
$1K ﹤0.01%
+28
1946
$1K ﹤0.01%
+200
1947
$1K ﹤0.01%
11
-819
1948
$1K ﹤0.01%
+125
1949
$1K ﹤0.01%
200
1950
$1K ﹤0.01%
+6
76 77
78
79 80