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
1301
$4K ﹤0.01%
+42
1302
$4K ﹤0.01%
+138
1303
$4K ﹤0.01%
102
+33
1304
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+6
1305
$4K ﹤0.01%
+125
1306
$4K ﹤0.01%
248
1307
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+76
1308
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+80
1309
– –
0
1310
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+512
1311
$4K ﹤0.01%
+100
1312
$4K ﹤0.01%
+86
1313
$4K ﹤0.01%
71
+46
1314
$4K ﹤0.01%
+49
1315
$4K ﹤0.01%
+150
1316
$4K ﹤0.01%
+130
1317
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+25
1318
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107
1319
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+1,000
1320
$4K ﹤0.01%
409
1321
$4K ﹤0.01%
+275
1322
$4K ﹤0.01%
150
-300
1323
$4K ﹤0.01%
+285
1324
$4K ﹤0.01%
78
+26
1325
$4K ﹤0.01%
+240
51 52
53
54 55