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
$6.98B
AUM Growth
+$803M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,453
New
Increased
Reduced
Closed

Top Buys

1 +$192M
2 +$80.4M
3 +$63.6M
4
BND icon
Vanguard Total Bond Market
BND
+$62.4M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$57.5M

Top Sells

1 +$102M
2 +$44.9M
3 +$24.6M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$10.2M
5
SKT icon
Tanger
SKT
+$6.91M

Sector Composition

1 Healthcare 3.11%
2 Technology 2.75%
3 Financials 2.42%
4 Consumer Discretionary 2.4%
5 Industrials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
-554
2202
-25
2203
-16,380
2204
$0 ﹤0.01%
22
2205
-1,762
2206
0
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-1,000
2208
$0 ﹤0.01%
+40
2209
$0 ﹤0.01%
3
2210
-1,997
2211
$0 ﹤0.01%
+50
2212
$0 ﹤0.01%
19
2213
-17
2214
-718
2215
-600
2216
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2217
-4,230
2218
-12,598
2219
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2220
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2221
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2222
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2223
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2224
-3,910
2225
-8