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
951
$18K ﹤0.01%
+1,402
952
$18K ﹤0.01%
+823
953
$18K ﹤0.01%
7,650
+6,150
954
$18K ﹤0.01%
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955
$18K ﹤0.01%
+1,207
956
$18K ﹤0.01%
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957
$18K ﹤0.01%
735
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958
$18K ﹤0.01%
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959
$18K ﹤0.01%
414
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960
$17K ﹤0.01%
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$17K ﹤0.01%
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962
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256
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968
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$17K ﹤0.01%
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631
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$17K ﹤0.01%
119
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975
$17K ﹤0.01%
272
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37 38
39
40 41