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
2051
$1K ﹤0.01%
+37
2052
$1K ﹤0.01%
+11
2053
$1K ﹤0.01%
+87
2054
$1K ﹤0.01%
13
2055
$1K ﹤0.01%
+375
2056
$1K ﹤0.01%
+140
2057
$1K ﹤0.01%
159
2058
$1K ﹤0.01%
+117
2059
$1K ﹤0.01%
+59
2060
$1K ﹤0.01%
+45
2061
$1K ﹤0.01%
74
-6,041
2062
$1K ﹤0.01%
+17
2063
$1K ﹤0.01%
+60
2064
$1K ﹤0.01%
+36
2065
$1K ﹤0.01%
+554
2066
$1K ﹤0.01%
+25
2067
$1K ﹤0.01%
+264
2068
$1K ﹤0.01%
22
+21
2069
$1K ﹤0.01%
+89
2070
$1K ﹤0.01%
+13
2071
$1K ﹤0.01%
+18
2072
$1K ﹤0.01%
+9
2073
$1K ﹤0.01%
100
2074
$1K ﹤0.01%
+105
2075
$1K ﹤0.01%
+68