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
551
$124K ﹤0.01%
4,577
+780
552
$122K ﹤0.01%
5,275
-8
553
$122K ﹤0.01%
8,984
+58
554
$120K ﹤0.01%
3,999
-2,952
555
$119K ﹤0.01%
7,405
+442
556
$118K ﹤0.01%
11,515
+2,913
557
$118K ﹤0.01%
8,628
+2,900
558
$117K ﹤0.01%
+4,291
559
$116K ﹤0.01%
2,212
+314
560
$113K ﹤0.01%
2,712
561
$112K ﹤0.01%
3,854
-10,832
562
$112K ﹤0.01%
4,317
+405
563
$112K ﹤0.01%
+977
564
$111K ﹤0.01%
624
+155
565
$111K ﹤0.01%
1,624
+451
566
$110K ﹤0.01%
2,887
+366
567
$110K ﹤0.01%
1,234
568
$109K ﹤0.01%
7,901
+1,104
569
$109K ﹤0.01%
2,384
+2,234
570
$109K ﹤0.01%
2,695
+530
571
$107K ﹤0.01%
1,695
+234
572
$104K ﹤0.01%
7,245
+1,889
573
$103K ﹤0.01%
5,778
+1,896
574
$103K ﹤0.01%
2,180
+315
575
$103K ﹤0.01%
+7,444
21 22
23
24 25