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
451
$254K 0.01%
3,788
+804
452
$254K 0.01%
+8,586
453
$254K 0.01%
3,060
-463
454
$253K 0.01%
6,803
-119,041
455
$253K 0.01%
11,220
-2,322
456
$251K 0.01%
38,590
-3,520
457
$250K 0.01%
2,293
+487
458
$249K 0.01%
17,815
+6,470
459
$249K 0.01%
5,638
-67
460
$242K 0.01%
7,789
-4,357
461
$242K 0.01%
2,658
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462
$241K 0.01%
2,193
+346
463
$237K 0.01%
3,283
-91
464
$236K 0.01%
5,020
+1,140
465
$233K 0.01%
17,262
-3,276
466
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1,627
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467
$226K 0.01%
17,754
468
$225K 0.01%
12,224
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469
$224K 0.01%
3,377
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470
$219K 0.01%
7,758
+682
471
$219K 0.01%
3,200
+1,501
472
$219K 0.01%
7,005
+3,121
473
$218K 0.01%
1,847
+464
474
$217K 0.01%
25,553
+1,298
475
$215K 0.01%
6,588
+2,408
17 18
19
20 21