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
2351
– –
-1
2352
– –
-200
2353
– –
-156
2354
– –
-254
2355
– –
-7,663
2356
$0 ﹤0.01%
1
2357
– –
-3,355
2358
– –
-2,505
2359
– –
-350
2360
– –
-21
2361
– –
-416
2362
– –
-725
2363
– –
0
2364
– –
-42
2365
– –
-27
2366
– –
-1,152
2367
– –
-252
2368
– –
-633
2369
– –
-1,410
2370
– –
-310
2371
– –
-160
2372
– –
-200
2373
$0 ﹤0.01%
+19
2374
– –
-17
2375
$0 ﹤0.01%
10
-115
93 94
95
96 97