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
1101
$9K ﹤0.01%
688
+64
1102
$9K ﹤0.01%
+314
1103
$9K ﹤0.01%
498
+15
1104
$9K ﹤0.01%
+332
1105
$9K ﹤0.01%
+400
1106
$9K ﹤0.01%
+187
1107
$9K ﹤0.01%
+210
1108
$9K ﹤0.01%
650
+550
1109
$9K ﹤0.01%
+56
1110
$9K ﹤0.01%
266
1111
$9K ﹤0.01%
383
+4
1112
$9K ﹤0.01%
170
+70
1113
$9K ﹤0.01%
833
+82
1114
$9K ﹤0.01%
+169
1115
$9K ﹤0.01%
+1,107
1116
$9K ﹤0.01%
666
1117
$9K ﹤0.01%
837
-4,438
1118
$9K ﹤0.01%
330
-171
1119
$9K ﹤0.01%
1,000
1120
$9K ﹤0.01%
179
1121
$9K ﹤0.01%
600
1122
$9K ﹤0.01%
265
1123
$9K ﹤0.01%
3,123
+2,123
1124
$8K ﹤0.01%
+1,245
1125
$8K ﹤0.01%
299
+268
43 44
45
46 47