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
1076
$11K ﹤0.01%
266
+187
1077
$10K ﹤0.01%
190
-157
1078
$10K ﹤0.01%
350
1079
$10K ﹤0.01%
600
+330
1080
$10K ﹤0.01%
+429
1081
$10K ﹤0.01%
64
1082
$10K ﹤0.01%
+395
1083
$10K ﹤0.01%
181
1084
$10K ﹤0.01%
+400
1085
$10K ﹤0.01%
200
1086
$10K ﹤0.01%
+671
1087
$10K ﹤0.01%
175
1088
$10K ﹤0.01%
+1,450
1089
$10K ﹤0.01%
+1,000
1090
$10K ﹤0.01%
239
+78
1091
$10K ﹤0.01%
700
+600
1092
$10K ﹤0.01%
167
+118
1093
$10K ﹤0.01%
+134
1094
$10K ﹤0.01%
+1,429
1095
$10K ﹤0.01%
276
+241
1096
$10K ﹤0.01%
+400
1097
$10K ﹤0.01%
142
+129
1098
$10K ﹤0.01%
386
1099
$9K ﹤0.01%
600
1100
$9K ﹤0.01%
498
+15
42 43
44
45 46