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
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
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458
$249K 0.01%
17,815
+6,470
459
$249K 0.01%
5,638
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460
$242K 0.01%
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461
$242K 0.01%
2,658
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462
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2,193
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463
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3,283
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464
$236K 0.01%
5,020
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465
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17,262
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1,627
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467
$226K 0.01%
17,754
468
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12,224
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469
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3,377
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470
$219K 0.01%
7,758
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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%
11,382
+1,819
17 18
19
20 21