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
1276
$5K ﹤0.01%
+533
1277
$5K ﹤0.01%
202
+5
1278
$5K ﹤0.01%
53
-35
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289
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1280
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+391
1281
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186
-28
1282
$4K ﹤0.01%
168
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1283
$4K ﹤0.01%
248
1284
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+14
1285
$4K ﹤0.01%
+240
1286
$4K ﹤0.01%
144
1287
$4K ﹤0.01%
+133
1288
$4K ﹤0.01%
68
1289
$4K ﹤0.01%
300
1290
$4K ﹤0.01%
+120
1291
$4K ﹤0.01%
+74
1292
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+120
1293
$4K ﹤0.01%
+140
1294
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+180
1295
$4K ﹤0.01%
+139
1296
$4K ﹤0.01%
+16
1297
$4K ﹤0.01%
200
1298
$4K ﹤0.01%
+163
1299
$4K ﹤0.01%
+225
1300
$4K ﹤0.01%
+270
50 51
52
53 54