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
2351
$1K ﹤0.01%
61
2352
$1K ﹤0.01%
+59
2353
$1K ﹤0.01%
+58
2354
$1K ﹤0.01%
507
+49
2355
$1K ﹤0.01%
+1,260
2356
$1K ﹤0.01%
38
-49
2357
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+92
2358
$1K ﹤0.01%
+28
2359
$1K ﹤0.01%
136
+56
2360
$1K ﹤0.01%
53
-124
2361
$0 ﹤0.01%
400
2362
$0 ﹤0.01%
+16
2363
$0 ﹤0.01%
8
-3
2364
– –
-400
2365
$0 ﹤0.01%
+50
2366
– –
-165
2367
– –
-395
2368
$0 ﹤0.01%
+23
2369
– –
-50
2370
– –
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2371
– –
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2372
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-1
2373
$0 ﹤0.01%
99
2374
– –
-52
2375
– –
-330
93 94
95
96 97