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
1201
$6K ﹤0.01%
80
+62
1202
$6K ﹤0.01%
+90
1203
$6K ﹤0.01%
340
1204
$6K ﹤0.01%
135
-99
1205
$6K ﹤0.01%
+75
1206
$6K ﹤0.01%
500
1207
$6K ﹤0.01%
305
+276
1208
$6K ﹤0.01%
+122
1209
$6K ﹤0.01%
+200
1210
$6K ﹤0.01%
+480
1211
$6K ﹤0.01%
100
1212
$6K ﹤0.01%
120
+1
1213
$6K ﹤0.01%
462
-3,200
1214
$6K ﹤0.01%
+194
1215
$6K ﹤0.01%
40
+39
1216
$6K ﹤0.01%
+144
1217
$6K ﹤0.01%
600
1218
$6K ﹤0.01%
172
+40
1219
$6K ﹤0.01%
+136
1220
$6K ﹤0.01%
+277
1221
$6K ﹤0.01%
141
+9
1222
$6K ﹤0.01%
88
-76
1223
$6K ﹤0.01%
215
+14
1224
$6K ﹤0.01%
+200
1225
$6K ﹤0.01%
+357
47 48
49
50 51