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
976
$17K ﹤0.01%
+1,000
977
$16K ﹤0.01%
3,795
-50
978
$16K ﹤0.01%
441
-328
979
$16K ﹤0.01%
531
-18
980
$16K ﹤0.01%
878
-1,010
981
$16K ﹤0.01%
637
+135
982
$16K ﹤0.01%
+1,251
983
$16K ﹤0.01%
+500
984
$16K ﹤0.01%
386
+124
985
$16K ﹤0.01%
310
+10
986
$16K ﹤0.01%
+1,250
987
$16K ﹤0.01%
208
+18
988
$16K ﹤0.01%
400
989
$16K ﹤0.01%
+863
990
$16K ﹤0.01%
555
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991
$16K ﹤0.01%
+1,000
992
$16K ﹤0.01%
361
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993
$16K ﹤0.01%
+332
994
$15K ﹤0.01%
+1,680
995
$15K ﹤0.01%
392
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996
$15K ﹤0.01%
1,549
997
$15K ﹤0.01%
+417
998
$15K ﹤0.01%
182
999
$15K ﹤0.01%
382
1000
$15K ﹤0.01%
385
+315
38 39
40
41 42