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
751
$41K ﹤0.01%
4,301
752
$41K ﹤0.01%
752
+287
753
$40K ﹤0.01%
2,118
+162
754
$40K ﹤0.01%
+420
755
$40K ﹤0.01%
391
+18
756
$40K ﹤0.01%
761
+281
757
$39K ﹤0.01%
3,000
758
$39K ﹤0.01%
911
+18
759
$39K ﹤0.01%
142
+11
760
$39K ﹤0.01%
1,037
+7
761
$39K ﹤0.01%
1,118
+768
762
$39K ﹤0.01%
368
+35
763
$39K ﹤0.01%
+2,936
764
$38K ﹤0.01%
180
765
$38K ﹤0.01%
1,231
-374
766
$38K ﹤0.01%
210
+31
767
$38K ﹤0.01%
1,107
-14
768
$38K ﹤0.01%
4,680
-24
769
$38K ﹤0.01%
532
-30
770
$38K ﹤0.01%
1,043
-326
771
$38K ﹤0.01%
132
772
$37K ﹤0.01%
1,157
+282
773
$37K ﹤0.01%
726
+500
774
$37K ﹤0.01%
1,083
+27
775
$37K ﹤0.01%
2,892
+2,488
29 30
31
32 33