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
1201
$6K ﹤0.01%
220
-81
1202
$6K ﹤0.01%
164
1203
$6K ﹤0.01%
+360
1204
$6K ﹤0.01%
200
+170
1205
$6K ﹤0.01%
80
+62
1206
$6K ﹤0.01%
+90
1207
$6K ﹤0.01%
340
1208
$6K ﹤0.01%
135
-99
1209
$6K ﹤0.01%
+75
1210
$6K ﹤0.01%
500
1211
$6K ﹤0.01%
305
+276
1212
$6K ﹤0.01%
+122
1213
$6K ﹤0.01%
+200
1214
$6K ﹤0.01%
+480
1215
$6K ﹤0.01%
100
1216
$6K ﹤0.01%
120
+1
1217
$6K ﹤0.01%
462
-3,200
1218
$6K ﹤0.01%
+194
1219
$6K ﹤0.01%
40
+39
1220
$6K ﹤0.01%
+144
1221
$6K ﹤0.01%
600
1222
$6K ﹤0.01%
172
+40
1223
$6K ﹤0.01%
+136
1224
$6K ﹤0.01%
+277
1225
$6K ﹤0.01%
141
+9
47 48
49
50 51