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
851
$26K ﹤0.01%
1,350
852
$26K ﹤0.01%
1,250
+1,248
853
$26K ﹤0.01%
+1,429
854
$26K ﹤0.01%
254
-48
855
$26K ﹤0.01%
486
856
$26K ﹤0.01%
2,625
857
$25K ﹤0.01%
443
-1
858
$25K ﹤0.01%
600
-30
859
$25K ﹤0.01%
2,562
+170
860
$25K ﹤0.01%
243
+193
861
$25K ﹤0.01%
365
862
$25K ﹤0.01%
+1,066
863
$25K ﹤0.01%
+400
864
$25K ﹤0.01%
4,000
865
$25K ﹤0.01%
368
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866
$24K ﹤0.01%
3,881
-1,604
867
$24K ﹤0.01%
444
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868
$24K ﹤0.01%
679
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869
$24K ﹤0.01%
568
-5,685
870
$24K ﹤0.01%
1,500
871
$24K ﹤0.01%
+437
872
$24K ﹤0.01%
2,339
+53
873
$24K ﹤0.01%
+452
874
$24K ﹤0.01%
544
875
$24K ﹤0.01%
500
33 34
35
36 37