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
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$530M
2
+$208M
3
+$181M
4
BND icon
Vanguard Total Bond Market
BND
+$177M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$110M

Top Sells

1
+$63.8M
2
+$20.1M
3
+$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$3K ﹤0.01%
145
2127
$3K ﹤0.01%
194
-38
2128
$3K ﹤0.01%
+500
2129
$3K ﹤0.01%
66
-405
2130
$3K ﹤0.01%
6,169
-352
2131
$3K ﹤0.01%
1,641
+4
2132
$3K ﹤0.01%
+100
2133
$3K ﹤0.01%
76
-171
2134
$3K ﹤0.01%
+197
2135
$3K ﹤0.01%
400
2136
$3K ﹤0.01%
65
+10
2137
$3K ﹤0.01%
250
2138
$3K ﹤0.01%
+214
2139
$3K ﹤0.01%
289
-1
2140
$3K ﹤0.01%
147
-10
2141
$3K ﹤0.01%
332
+102
2142
$3K ﹤0.01%
133
-435
2143
$3K ﹤0.01%
128
-225
2144
$3K ﹤0.01%
+60
2145
$3K ﹤0.01%
64
+42
2146
$3K ﹤0.01%
91
-507
2147
$3K ﹤0.01%
+61
2148
$3K ﹤0.01%
36
-18
2149
$3K ﹤0.01%
119
2150
$3K ﹤0.01%
+5,250
84 85
86
87 88