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
676
$61K ﹤0.01%
1,910
+47
677
$60K ﹤0.01%
2,825
+57
678
$60K ﹤0.01%
1,669
+1,058
679
$60K ﹤0.01%
6,670
+3,261
680
$59K ﹤0.01%
3,687
681
$59K ﹤0.01%
1,453
+178
682
$59K ﹤0.01%
1,818
-3,057
683
$58K ﹤0.01%
2,310
+516
684
$58K ﹤0.01%
+2,324
685
$58K ﹤0.01%
2,134
+1,836
686
$57K ﹤0.01%
2,845
-400
687
$57K ﹤0.01%
1,768
-13
688
$56K ﹤0.01%
3,503
+1,365
689
$56K ﹤0.01%
4,070
690
$55K ﹤0.01%
35
+6
691
$55K ﹤0.01%
1,054
+32
692
$55K ﹤0.01%
788
+541
693
$54K ﹤0.01%
+9,430
694
$54K ﹤0.01%
2,223
+192
695
$53K ﹤0.01%
+2,267
696
$53K ﹤0.01%
1,557
697
$53K ﹤0.01%
+1,856
698
$53K ﹤0.01%
1,194
+812
699
$53K ﹤0.01%
1,621
+256
700
$53K ﹤0.01%
1,081
+76
26 27
28
29 30