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
1251
$5K ﹤0.01%
700
1252
$5K ﹤0.01%
348
1253
$5K ﹤0.01%
227
-273
1254
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+50
1255
$5K ﹤0.01%
1,526
+700
1256
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+100
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+158
1258
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132
-241
1259
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691
-626
1260
$5K ﹤0.01%
1,220
+321
1261
$5K ﹤0.01%
+220
1262
$5K ﹤0.01%
+55
1263
$5K ﹤0.01%
97
+96
1264
$5K ﹤0.01%
+38
1265
$5K ﹤0.01%
+280
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4
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1268
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+550
1269
$5K ﹤0.01%
50
1270
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55
+45
1271
$5K ﹤0.01%
331
+26
1272
$5K ﹤0.01%
209
+11
1273
$5K ﹤0.01%
+185
1274
$5K ﹤0.01%
516
-343
1275
$5K ﹤0.01%
309
+307
49 50
51
52 53