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
1126
$8K ﹤0.01%
299
+268
1127
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+249
1128
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+200
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313
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1130
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1131
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95
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1134
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1135
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1137
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534
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1138
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20
+3
1139
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135
+114
1140
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525
1141
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188
+96
1142
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446
+84
1143
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+318
1144
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199
+44
1145
$8K ﹤0.01%
78
-88
1146
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+300
1147
$8K ﹤0.01%
+200
1148
$8K ﹤0.01%
211
1149
$8K ﹤0.01%
400
-200
1150
$8K ﹤0.01%
436
-81
44 45
46
47 48