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Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
2101
– –
-185
2102
– –
-57
2103
$0 ﹤0.01%
+540
2104
$0 ﹤0.01%
760
-2,208
2105
$0 ﹤0.01%
69
+10
2106
$0 ﹤0.01%
22
2107
– –
0
2108
$0 ﹤0.01%
192
-16
2109
– –
-2,448
2110
– –
-1,319
2111
– –
-575
2112
– –
-54
2113
– –
-3,626
2114
– –
-29
2115
– –
-1,626
2116
– –
-5,111
2117
– –
-1,867
2118
– –
-1,304
2119
– –
-80,022
2120
– –
-11
2121
– –
-25
2122
– –
0
2123
– –
-7,000
2124
– –
-86
2125
– –
-8
83 84
85
86 87