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
1151
$8K ﹤0.01%
+1,000
1152
$8K ﹤0.01%
465
+329
1153
$8K ﹤0.01%
467
+375
1154
$8K ﹤0.01%
573
1155
$7K ﹤0.01%
796
+475
1156
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149
1157
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590
-492
1158
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+291
1159
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505
+400
1160
$7K ﹤0.01%
525
1161
$7K ﹤0.01%
+312
1162
$7K ﹤0.01%
63
1163
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99
-153
1164
$7K ﹤0.01%
546
+1
1165
$7K ﹤0.01%
287
-40
1166
$7K ﹤0.01%
+204
1167
$7K ﹤0.01%
757
+753
1168
$7K ﹤0.01%
1,000
-9,000
1169
$7K ﹤0.01%
+256
1170
$7K ﹤0.01%
+185
1171
$7K ﹤0.01%
+915
1172
$7K ﹤0.01%
132
+8
1173
$7K ﹤0.01%
554
+54
1174
$7K ﹤0.01%
650
1175
$7K ﹤0.01%
102
-90
45 46
47
48 49