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
801
$32K ﹤0.01%
573
+12
802
$32K ﹤0.01%
832
+297
803
$31K ﹤0.01%
1,751
804
$31K ﹤0.01%
307
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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%
1,023
+883
811
$30K ﹤0.01%
2,918
+46
812
$30K ﹤0.01%
+1,789
813
$30K ﹤0.01%
449
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814
$30K ﹤0.01%
958
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815
$30K ﹤0.01%
1,607
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816
$30K ﹤0.01%
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817
$30K ﹤0.01%
800
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818
$30K ﹤0.01%
520
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819
$30K ﹤0.01%
397
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820
$30K ﹤0.01%
+29,670
821
$30K ﹤0.01%
+3,540
822
$30K ﹤0.01%
1,945
+511
823
$29K ﹤0.01%
952
+574
824
$29K ﹤0.01%
6,603
825
$29K ﹤0.01%
1,079
-212
31 32
33
34 35