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
1076
$11K ﹤0.01%
266
+187
1077
$10K ﹤0.01%
600
+330
1078
$10K ﹤0.01%
+429
1079
$10K ﹤0.01%
64
1080
$10K ﹤0.01%
+395
1081
$10K ﹤0.01%
181
1082
$10K ﹤0.01%
+400
1083
$10K ﹤0.01%
200
1084
$10K ﹤0.01%
+671
1085
$10K ﹤0.01%
175
1086
$10K ﹤0.01%
+1,450
1087
$10K ﹤0.01%
+1,000
1088
$10K ﹤0.01%
239
+78
1089
$10K ﹤0.01%
700
+600
1090
$10K ﹤0.01%
190
-157
1091
$10K ﹤0.01%
350
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%
835
+15
1100
$9K ﹤0.01%
1,384
-509
42 43
44
45 46