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
801
$32K ﹤0.01%
573
+12
802
$32K ﹤0.01%
832
+297
803
$31K ﹤0.01%
1,751
804
$31K ﹤0.01%
307
+41
805
$31K ﹤0.01%
500
806
$31K ﹤0.01%
587
-135
807
$31K ﹤0.01%
+683
808
$31K ﹤0.01%
2,207
809
$31K ﹤0.01%
+832
810
$30K ﹤0.01%
2,918
+46
811
$30K ﹤0.01%
+1,789
812
$30K ﹤0.01%
1,023
+883
813
$30K ﹤0.01%
449
+424
814
$30K ﹤0.01%
958
-216
815
$30K ﹤0.01%
1,607
-93
816
$30K ﹤0.01%
+2,370
817
$30K ﹤0.01%
800
+200
818
$30K ﹤0.01%
520
+20
819
$30K ﹤0.01%
397
+332
820
$30K ﹤0.01%
+29,670
821
$30K ﹤0.01%
+3,540
822
$30K ﹤0.01%
1,945
+511
823
$29K ﹤0.01%
6,603
824
$29K ﹤0.01%
1,079
-212
825
$29K ﹤0.01%
952
+574
31 32
33
34 35