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
776
$36K ﹤0.01%
2,040
+269
777
$36K ﹤0.01%
526
+85
778
$36K ﹤0.01%
943
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779
$35K ﹤0.01%
+1,200
780
$35K ﹤0.01%
832
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781
$35K ﹤0.01%
934
-330
782
$35K ﹤0.01%
300
-31
783
$35K ﹤0.01%
859
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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
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790
$34K ﹤0.01%
1,775
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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