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
426
$307K 0.01%
14,236
+1,514
427
$307K 0.01%
8,178
+1,369
428
$304K 0.01%
3,667
+715
429
$303K 0.01%
+39,228
430
$302K 0.01%
3,261
+1,297
431
$302K 0.01%
4,950
+711
432
$298K 0.01%
4,960
+3,960
433
$297K 0.01%
10,170
-500
434
$292K 0.01%
3,522
+310
435
$291K 0.01%
5,517
-5,999
436
$291K 0.01%
63
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437
$289K 0.01%
3,296
+1,253
438
$289K 0.01%
22,171
+294
439
$277K 0.01%
11,070
+1,037
440
$275K 0.01%
3,087
+288
441
$273K 0.01%
5,424
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442
$267K 0.01%
+2,128
443
$266K 0.01%
4,723
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444
$266K 0.01%
17,395
+16,714
445
$266K 0.01%
8,239
+1,061
446
$263K 0.01%
2,861
-72
447
$262K 0.01%
2,952
+432
448
$261K 0.01%
8,168
+3,036
449
$260K 0.01%
17,349
+2,697
450
$257K 0.01%
18,735
+2,037
16 17
18
19 20