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
926
$19K ﹤0.01%
659
927
$19K ﹤0.01%
526
+326
928
$19K ﹤0.01%
276
+61
929
$19K ﹤0.01%
695
930
$19K ﹤0.01%
1,140
+29
931
$19K ﹤0.01%
+600
932
$19K ﹤0.01%
+493
933
$18K ﹤0.01%
554
934
$18K ﹤0.01%
1,372
935
$18K ﹤0.01%
+350
936
$18K ﹤0.01%
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937
$18K ﹤0.01%
400
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938
$18K ﹤0.01%
342
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939
$18K ﹤0.01%
350
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940
$18K ﹤0.01%
180
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941
$18K ﹤0.01%
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942
$18K ﹤0.01%
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943
$18K ﹤0.01%
1,220
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$18K ﹤0.01%
500
945
$18K ﹤0.01%
1,280
-723
946
$18K ﹤0.01%
+343
947
$18K ﹤0.01%
+440
948
$18K ﹤0.01%
297
949
$18K ﹤0.01%
354
+17
950
$18K ﹤0.01%
+457
36 37
38
39 40