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
651
$71K ﹤0.01%
2,100
+1,000
652
$70K ﹤0.01%
5,250
653
$69K ﹤0.01%
+1,775
654
$68K ﹤0.01%
757
+74
655
$68K ﹤0.01%
1,112
+90
656
$67K ﹤0.01%
7,083
-660
657
$67K ﹤0.01%
1,478
-889
658
$67K ﹤0.01%
3,110
+3,046
659
$66K ﹤0.01%
968
-112
660
$66K ﹤0.01%
1,298
+443
661
$66K ﹤0.01%
1,275
+576
662
$66K ﹤0.01%
7,312
+625
663
$65K ﹤0.01%
+4,425
664
$65K ﹤0.01%
12,953
-2,533
665
$64K ﹤0.01%
6,684
+260
666
$64K ﹤0.01%
13,892
+6,042
667
$64K ﹤0.01%
+1,500
668
$63K ﹤0.01%
531
-45
669
$63K ﹤0.01%
6,137
670
$63K ﹤0.01%
3,137
+760
671
$63K ﹤0.01%
5,482
+1,632
672
$62K ﹤0.01%
9,864
-1,256
673
$62K ﹤0.01%
4,668
+180
674
$62K ﹤0.01%
1,325
+1
675
$62K ﹤0.01%
2,465
+1,000
25 26
27
28 29