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
1176
$7K ﹤0.01%
47
-141
1177
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237
1178
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4,379
+1,301
1179
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2,715
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1181
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1183
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123
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1185
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500
1187
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1188
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1189
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389
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1190
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1191
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1195
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1196
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1197
$6K ﹤0.01%
220
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1198
$6K ﹤0.01%
164
1199
$6K ﹤0.01%
+360
1200
$6K ﹤0.01%
200
+170
46 47
48
49 50