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
1026
$13K ﹤0.01%
361
+155
1027
$13K ﹤0.01%
23
-15
1028
$13K ﹤0.01%
184
+118
1029
$13K ﹤0.01%
478
-120
1030
$13K ﹤0.01%
1,025
1031
$13K ﹤0.01%
354
+154
1032
$13K ﹤0.01%
986
1033
$13K ﹤0.01%
1,000
1034
$13K ﹤0.01%
749
+301
1035
$13K ﹤0.01%
1,000
1036
$13K ﹤0.01%
+450
1037
$13K ﹤0.01%
871
1038
$12K ﹤0.01%
215
+22
1039
$12K ﹤0.01%
+320
1040
$12K ﹤0.01%
257
+17
1041
$12K ﹤0.01%
+180
1042
$12K ﹤0.01%
+150
1043
$12K ﹤0.01%
132
1044
$12K ﹤0.01%
250
1045
$12K ﹤0.01%
+492
1046
$12K ﹤0.01%
245
+223
1047
$12K ﹤0.01%
372
+8
1048
$11K ﹤0.01%
393
+374
1049
$11K ﹤0.01%
+710
1050
$11K ﹤0.01%
+400
40 41
42
43 44