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
876
$24K ﹤0.01%
1,432
-193
877
$23K ﹤0.01%
456
+400
878
$23K ﹤0.01%
+1,580
879
$23K ﹤0.01%
501
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880
$23K ﹤0.01%
518
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881
$23K ﹤0.01%
558
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882
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171
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884
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401
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885
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$23K ﹤0.01%
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$23K ﹤0.01%
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1,333
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$22K ﹤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