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
626
$80K ﹤0.01%
4,060
-1
627
$80K ﹤0.01%
2,954
+1,382
628
$80K ﹤0.01%
2,386
+533
629
$79K ﹤0.01%
460
+44
630
$79K ﹤0.01%
18,907
-778
631
$79K ﹤0.01%
930
+587
632
$76K ﹤0.01%
1,048
+67
633
$76K ﹤0.01%
503
+322
634
$76K ﹤0.01%
1,781
+577
635
$75K ﹤0.01%
1,217
+517
636
$74K ﹤0.01%
1,146
-243
637
$74K ﹤0.01%
+134
638
$74K ﹤0.01%
11,544
+6,449
639
$73K ﹤0.01%
2,180
+1,966
640
$73K ﹤0.01%
+8,155
641
$73K ﹤0.01%
4,730
+1,384
642
$73K ﹤0.01%
20,000
643
$73K ﹤0.01%
2,738
+7
644
$73K ﹤0.01%
1,856
-127
645
$72K ﹤0.01%
401
+223
646
$72K ﹤0.01%
636
647
$72K ﹤0.01%
663
-267
648
$72K ﹤0.01%
1,220
+141
649
$72K ﹤0.01%
2,833
+795
650
$71K ﹤0.01%
1,359
+127
24 25
26
27 28