Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.2B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1
+$58.9M
2
+$39M
3
+$35.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$25.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$24.3M

Top Sells

1
+$17.9M
2
+$10.2M
3
+$7.47M
4
RTX icon
RTX Corp
RTX
+$6.14M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$5.62M

Sector Composition

1 Healthcare 4.25%
2 Technology 3.74%
3 Financials 3.18%
4 Consumer Discretionary 2.85%
5 Industrials 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$437K 0.01%
7,277
+491
352
$433K 0.01%
6,356
+301
353
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12,185
+3,261
354
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9,228
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355
$426K 0.01%
30,209
+500
356
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6,566
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357
$418K 0.01%
6,032
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358
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10,278
+755
359
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6,560
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360
$409K 0.01%
7,303
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361
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4,212
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362
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23,751
-7,561
363
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5,302
+353
364
$403K 0.01%
4,001
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365
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6,003
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366
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8,442
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367
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10,162
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368
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6,319
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369
$394K 0.01%
23,493
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370
$394K 0.01%
+34,418
371
$392K 0.01%
11,007
+1,333
372
$391K 0.01%
3,315
-532
373
$389K 0.01%
4,621
-272
374
$388K 0.01%
8,483
+8,177
375
$387K 0.01%
8,008
+3,950
13 14
15
16 17