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
826
$29K ﹤0.01%
478
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827
$29K ﹤0.01%
610
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935
829
$29K ﹤0.01%
300
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$29K ﹤0.01%
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$28K ﹤0.01%
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$28K ﹤0.01%
265
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$28K ﹤0.01%
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834
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$28K ﹤0.01%
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836
$28K ﹤0.01%
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$28K ﹤0.01%
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$27K ﹤0.01%
2,382
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839
$27K ﹤0.01%
2,768
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840
$27K ﹤0.01%
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$27K ﹤0.01%
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257
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$27K ﹤0.01%
602
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846
$27K ﹤0.01%
2,037
847
$26K ﹤0.01%
323
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848
$26K ﹤0.01%
23
849
$26K ﹤0.01%
1,014
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850
$26K ﹤0.01%
275
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32 33
34
35 36