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
1951
$1K ﹤0.01%
199
+60
1952
$1K ﹤0.01%
400
1953
$1K ﹤0.01%
209
-951
1954
$1K ﹤0.01%
131
+2
1955
$1K ﹤0.01%
16
-200
1956
$1K ﹤0.01%
200
+152
1957
$1K ﹤0.01%
250
1958
$1K ﹤0.01%
13
-669
1959
$1K ﹤0.01%
+93
1960
$1K ﹤0.01%
550
-500
1961
$1K ﹤0.01%
+242
1962
$1K ﹤0.01%
+52
1963
$1K ﹤0.01%
31
+4
1964
$1K ﹤0.01%
40
+19
1965
$1K ﹤0.01%
45
+3
1966
$1K ﹤0.01%
+114
1967
$1K ﹤0.01%
889
-611
1968
$1K ﹤0.01%
14
1969
$1K ﹤0.01%
11
-11
1970
$1K ﹤0.01%
+30
1971
$1K ﹤0.01%
26
-365
1972
$1K ﹤0.01%
100
+72
1973
$1K ﹤0.01%
+37
1974
– –
-359
1975
– –
-345
77 78
79
80 81