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
1951
$2K ﹤0.01%
19
1952
$2K ﹤0.01%
+93
1953
$2K ﹤0.01%
+67
1954
$2K ﹤0.01%
+115
1955
$2K ﹤0.01%
+225
1956
$2K ﹤0.01%
+123
1957
$2K ﹤0.01%
+1,476
1958
$2K ﹤0.01%
100
1959
$2K ﹤0.01%
67
+50
1960
$2K ﹤0.01%
+327
1961
$1K ﹤0.01%
+20
1962
$1K ﹤0.01%
+424
1963
$1K ﹤0.01%
+300
1964
$1K ﹤0.01%
21
-3,594
1965
$1K ﹤0.01%
+121
1966
$1K ﹤0.01%
+25
1967
$1K ﹤0.01%
+21
1968
$1K ﹤0.01%
+35
1969
$1K ﹤0.01%
700
1970
$1K ﹤0.01%
+23
1971
$1K ﹤0.01%
+107
1972
$1K ﹤0.01%
+23
1973
$1K ﹤0.01%
+245
1974
$1K ﹤0.01%
+19
1975
$1K ﹤0.01%
+115