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
$4.2B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$41.5M
3
+$38.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$26.1M

Top Sells

1
+$19.1M
2
+$7.26M
3
+$6.75M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$6.24M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$5.38M

Sector Composition

1 Healthcare 4.25%
2 Technology 3.73%
3 Financials 3.18%
4 Consumer Discretionary 2.85%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$437K 0.01%
7,277
+491
352
$433K 0.01%
6,447
+306
353
$431K 0.01%
12,185
+3,261
354
$426K 0.01%
9,228
-599
355
$426K 0.01%
30,209
+500
356
$421K 0.01%
6,566
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357
$418K 0.01%
6,032
-27
358
$414K 0.01%
10,278
+755
359
$410K 0.01%
6,560
+144
360
$409K 0.01%
7,303
+5,825
361
$409K 0.01%
4,212
+3,167
362
$407K 0.01%
23,751
-7,561
363
$404K 0.01%
5,302
+353
364
$403K 0.01%
4,001
+63
365
$403K 0.01%
6,003
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366
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8,442
+3,448
367
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10,162
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368
$395K 0.01%
6,319
-110
369
$394K 0.01%
23,493
+5,693
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