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
1176
$7K ﹤0.01%
47
-141
1177
$7K ﹤0.01%
4,379
+1,301
1178
$7K ﹤0.01%
+91
1179
$7K ﹤0.01%
2,715
-557
1180
$7K ﹤0.01%
796
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1181
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216
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1182
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1183
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123
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1184
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+244
1185
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1186
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500
1187
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200
1188
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1189
$6K ﹤0.01%
86
1190
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373
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1191
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389
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1194
$6K ﹤0.01%
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1195
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160
1196
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181
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1197
$6K ﹤0.01%
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1198
$6K ﹤0.01%
460
1199
$6K ﹤0.01%
188
+115
1200
$6K ﹤0.01%
+150
46 47
48
49 50