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
1226
$6K ﹤0.01%
+1,304
1227
$6K ﹤0.01%
86
1228
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373
-162
1229
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383
+83
1230
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+280
1231
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209
+11
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68
+47
1234
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234
+18
1235
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1236
$5K ﹤0.01%
700
1237
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348
1238
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227
-273
1239
$5K ﹤0.01%
+50
1240
$5K ﹤0.01%
1,526
+700
1241
$5K ﹤0.01%
+100
1242
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1243
$5K ﹤0.01%
+200
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1245
$5K ﹤0.01%
+27
1246
$5K ﹤0.01%
88
-164
1247
$5K ﹤0.01%
104
1248
$5K ﹤0.01%
+250
1249
$5K ﹤0.01%
48
+27
1250
$5K ﹤0.01%
+310
48 49
50
51 52