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
776
$36K ﹤0.01%
2,040
+269
777
$36K ﹤0.01%
526
+85
778
$36K ﹤0.01%
943
+239
779
$35K ﹤0.01%
832
+298
780
$35K ﹤0.01%
934
-330
781
$35K ﹤0.01%
300
-31
782
$35K ﹤0.01%
859
+463
783
$35K ﹤0.01%
+1,200
784
$35K ﹤0.01%
1,296
+200
785
$35K ﹤0.01%
2,353
-1,057
786
$35K ﹤0.01%
129,673
-254
787
$35K ﹤0.01%
600
788
$34K ﹤0.01%
1,200
789
$34K ﹤0.01%
1,996
+520
790
$34K ﹤0.01%
1,775
-223
791
$34K ﹤0.01%
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792
$34K ﹤0.01%
320
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793
$33K ﹤0.01%
531
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794
$33K ﹤0.01%
781
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795
$33K ﹤0.01%
+639
796
$33K ﹤0.01%
10,025
+6,439
797
$33K ﹤0.01%
157
+23
798
$32K ﹤0.01%
2,480
-1,160
799
$32K ﹤0.01%
1,410
+696
800
$32K ﹤0.01%
1,337
+450
30 31
32
33 34