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
726
$46K ﹤0.01%
3,312
+2,612
727
$46K ﹤0.01%
3,608
+781
728
$46K ﹤0.01%
1,369
-394
729
$46K ﹤0.01%
791
-26
730
$46K ﹤0.01%
434
-65
731
$45K ﹤0.01%
+2,016
732
$45K ﹤0.01%
1,136
+400
733
$44K ﹤0.01%
+973
734
$44K ﹤0.01%
4,224
+756
735
$44K ﹤0.01%
1,253
-452
736
$44K ﹤0.01%
+1,064
737
$44K ﹤0.01%
+3,675
738
$43K ﹤0.01%
5,797
-100
739
$43K ﹤0.01%
1,488
740
$42K ﹤0.01%
+950
741
$42K ﹤0.01%
+758
742
$42K ﹤0.01%
1,730
+843
743
$42K ﹤0.01%
1,021
+46
744
$42K ﹤0.01%
5,508
+3,630
745
$42K ﹤0.01%
+500
746
$41K ﹤0.01%
752
+287
747
$41K ﹤0.01%
1,000
748
$41K ﹤0.01%
1,489
+462
749
$41K ﹤0.01%
641
+507
750
$41K ﹤0.01%
663
+22
28 29
30
31 32