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
901
$21K ﹤0.01%
1,344
+316
902
$21K ﹤0.01%
1,086
903
$21K ﹤0.01%
348
+89
904
$21K ﹤0.01%
173
-29
905
$21K ﹤0.01%
+1,225
906
$21K ﹤0.01%
5,409
+1,226
907
$21K ﹤0.01%
300
908
$21K ﹤0.01%
+534
909
$20K ﹤0.01%
1,130
-90
910
$20K ﹤0.01%
3,120
911
$20K ﹤0.01%
+460
912
$20K ﹤0.01%
1,468
-808
913
$20K ﹤0.01%
968
914
$20K ﹤0.01%
424
-654
915
$20K ﹤0.01%
+450
916
$20K ﹤0.01%
63
917
$20K ﹤0.01%
227
918
$20K ﹤0.01%
1,160
+1,007
919
$20K ﹤0.01%
+5,846
920
$20K ﹤0.01%
1,356
+1,106
921
$19K ﹤0.01%
1,970
+170
922
$19K ﹤0.01%
6,338
+1,227
923
$19K ﹤0.01%
+2,500
924
$19K ﹤0.01%
722
+720
925
$19K ﹤0.01%
+264
35 36
37
38 39