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
601
$91K ﹤0.01%
+1,775
602
$90K ﹤0.01%
892
-168
603
$90K ﹤0.01%
1,806
+2
604
$90K ﹤0.01%
1,129
+533
605
$89K ﹤0.01%
422
-1
606
$89K ﹤0.01%
2,008
607
$88K ﹤0.01%
+1,520
608
$88K ﹤0.01%
2,365
+1,681
609
$88K ﹤0.01%
1,546
+163
610
$88K ﹤0.01%
12,590
+667
611
$86K ﹤0.01%
1,095
+59
612
$86K ﹤0.01%
2,895
+109
613
$86K ﹤0.01%
728
614
$85K ﹤0.01%
10,099
+3,167
615
$85K ﹤0.01%
2,674
+2,632
616
$84K ﹤0.01%
2,223
617
$83K ﹤0.01%
4,998
+907
618
$83K ﹤0.01%
5,072
+901
619
$82K ﹤0.01%
4,551
+1,076
620
$82K ﹤0.01%
4,612
621
$81K ﹤0.01%
7,321
622
$81K ﹤0.01%
4,375
623
$81K ﹤0.01%
385
+63
624
$81K ﹤0.01%
1,370
+370
625
$81K ﹤0.01%
3,864
+524
23 24
25
26 27