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
1976
$1K ﹤0.01%
+23
1977
$1K ﹤0.01%
+200
1978
$1K ﹤0.01%
72
1979
$1K ﹤0.01%
+42
1980
$1K ﹤0.01%
+48
1981
$1K ﹤0.01%
1
-15
1982
$1K ﹤0.01%
+19
1983
$1K ﹤0.01%
+26
1984
$1K ﹤0.01%
+13
1985
$1K ﹤0.01%
+13
1986
$1K ﹤0.01%
+3
1987
0
1988
$1K ﹤0.01%
54
-72
1989
$1K ﹤0.01%
+28
1990
$1K ﹤0.01%
16
1991
$1K ﹤0.01%
44
-255
1992
$1K ﹤0.01%
+59
1993
$1K ﹤0.01%
+6
1994
$1K ﹤0.01%
+44
1995
$1K ﹤0.01%
+33
1996
$1K ﹤0.01%
+38
1997
$1K ﹤0.01%
25
-123
1998
$1K ﹤0.01%
200
-75
1999
$1K ﹤0.01%
+52
2000
$1K ﹤0.01%
+60