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
876
$24K ﹤0.01%
1,432
-193
877
$23K ﹤0.01%
501
-172
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$23K ﹤0.01%
518
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$23K ﹤0.01%
558
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$23K ﹤0.01%
171
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881
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$23K ﹤0.01%
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$23K ﹤0.01%
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895
$22K ﹤0.01%
500
896
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250
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$22K ﹤0.01%
1,165
898
$22K ﹤0.01%
500
899
$21K ﹤0.01%
139
-24
900
$21K ﹤0.01%
357
+19
34 35
36
37 38