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
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%
1,298
+443
660
$66K ﹤0.01%
968
-112
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%
1,325
+1
673
$62K ﹤0.01%
2,465
+1,000
674
$62K ﹤0.01%
9,864
-1,256
675
$62K ﹤0.01%
4,668
+180
25 26
27
28 29