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
1226
$6K ﹤0.01%
88
-76
1227
$6K ﹤0.01%
215
+14
1228
$6K ﹤0.01%
+200
1229
$6K ﹤0.01%
+1,304
1230
$5K ﹤0.01%
68
+47
1231
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+200
1232
$5K ﹤0.01%
+195
1233
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+27
1234
$5K ﹤0.01%
88
-164
1235
$5K ﹤0.01%
104
1236
$5K ﹤0.01%
+250
1237
$5K ﹤0.01%
48
+27
1238
$5K ﹤0.01%
+310
1239
$5K ﹤0.01%
+761
1240
$5K ﹤0.01%
132
+118
1241
$5K ﹤0.01%
+474
1242
$5K ﹤0.01%
200
+199
1243
$5K ﹤0.01%
390
+384
1244
$5K ﹤0.01%
+236
1245
$5K ﹤0.01%
+40
1246
$5K ﹤0.01%
+246
1247
– –
0
1248
$5K ﹤0.01%
+105
1249
$5K ﹤0.01%
234
+18
1250
$5K ﹤0.01%
103
48 49
50
51 52