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
1101
$9K ﹤0.01%
+332
1102
$9K ﹤0.01%
+400
1103
$9K ﹤0.01%
+187
1104
$9K ﹤0.01%
+210
1105
$9K ﹤0.01%
650
+550
1106
$9K ﹤0.01%
+56
1107
$9K ﹤0.01%
835
+15
1108
$9K ﹤0.01%
1,384
-509
1109
$9K ﹤0.01%
688
+64
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%
+314
1121
$9K ﹤0.01%
179
1122
$9K ﹤0.01%
265
1123
$9K ﹤0.01%
3,123
+2,123
1124
$8K ﹤0.01%
+183
1125
$8K ﹤0.01%
+1,245
43 44
45
46 47