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
$11B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,718
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$199M
3 +$144M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$117M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$106M

Top Sells

1 +$10.5M
2 +$8.54M
3 +$8.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$6.72M
5
CSL icon
Carlisle Companies
CSL
+$5.87M

Sector Composition

1 Technology 2.39%
2 Healthcare 2.34%
3 Financials 2.31%
4 Industrials 1.8%
5 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2226
-299
2227
-53
2228
-1,195
2229
-10
2230
-301
2231
-91
2232
-365
2233
-505
2234
$0 ﹤0.01%
14
-14
2235
-93
2236
-195
2237
-51
2238
-65
2239
-21
2240
-71
2241
-26
2242
-612
2243
-143
2244
-200
2245
$0 ﹤0.01%
+2
2246
-318
2247
-122
2248
-19
2249
-9
2250
$0 ﹤0.01%
+16