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
1051
$11K ﹤0.01%
1,450
1052
$11K ﹤0.01%
+544
1053
$11K ﹤0.01%
+500
1054
$11K ﹤0.01%
+1,168
1055
$11K ﹤0.01%
174
-11
1056
$11K ﹤0.01%
140
+5
1057
$11K ﹤0.01%
+1,662
1058
$11K ﹤0.01%
+200
1059
$11K ﹤0.01%
+500
1060
$11K ﹤0.01%
72
-30
1061
$11K ﹤0.01%
628
1062
$11K ﹤0.01%
+205
1063
$11K ﹤0.01%
317
-33
1064
$11K ﹤0.01%
88
+52
1065
$11K ﹤0.01%
1,000
1066
$11K ﹤0.01%
+208
1067
$11K ﹤0.01%
9
1068
$11K ﹤0.01%
+700
1069
$11K ﹤0.01%
254
+1
1070
$11K ﹤0.01%
436
-343
1071
$11K ﹤0.01%
1,005
+61
1072
$11K ﹤0.01%
+700
1073
$11K ﹤0.01%
1,000
1074
$11K ﹤0.01%
704
1075
$11K ﹤0.01%
1,666
41 42
43
44 45