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
2401
$0 ﹤0.01%
+7
2402
– –
-115
2403
$0 ﹤0.01%
10
2404
– –
-576
2405
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-443
2406
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-180
2407
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2408
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-548
2409
$0 ﹤0.01%
9
-1
2410
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2411
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2412
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-4,698
2413
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-1,400
2414
– –
-2,750
2415
$0 ﹤0.01%
+3
2416
$0 ﹤0.01%
+7
2417
– –
-6,025
2418
$0 ﹤0.01%
17
2419
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-1
2420
– –
-7,663
2421
$0 ﹤0.01%
1
2422
– –
-3,355
2423
– –
-2,505
2424
– –
-350
2425
– –
-21
94 95 96
97
98