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
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
+535
991
$16K ﹤0.01%
+1,000
992
$16K ﹤0.01%
361
+81
993
$16K ﹤0.01%
+332
994
$15K ﹤0.01%
392
+368
995
$15K ﹤0.01%
1,549
996
$15K ﹤0.01%
+417
997
$15K ﹤0.01%
182
998
$15K ﹤0.01%
382
999
$15K ﹤0.01%
+1,680
1000
$15K ﹤0.01%
385
+315
38 39
40
41 42