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
701
$53K ﹤0.01%
1,233
+1,090
702
$52K ﹤0.01%
420
+326
703
$52K ﹤0.01%
1,066
+66
704
$51K ﹤0.01%
577
+250
705
$51K ﹤0.01%
1,428
+192
706
$50K ﹤0.01%
1,020
707
$50K ﹤0.01%
1,600
-459
708
$50K ﹤0.01%
1,955
+193
709
$50K ﹤0.01%
+3,239
710
$50K ﹤0.01%
1,597
-694
711
$50K ﹤0.01%
5,047
+4,500
712
$49K ﹤0.01%
+274
713
$49K ﹤0.01%
785
-598
714
$49K ﹤0.01%
1,612
-838
715
$49K ﹤0.01%
1,001
+171
716
$49K ﹤0.01%
+677
717
$48K ﹤0.01%
+6,550
718
$48K ﹤0.01%
304
-33
719
$48K ﹤0.01%
1,078
+230
720
$48K ﹤0.01%
3,205
+544
721
$48K ﹤0.01%
1,831
-399
722
$47K ﹤0.01%
535
+18
723
$47K ﹤0.01%
965
+349
724
$47K ﹤0.01%
470
+83
725
$46K ﹤0.01%
58
+9
27 28
29
30 31