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
1326
$4K ﹤0.01%
78
+26
1327
$4K ﹤0.01%
+100
1328
$4K ﹤0.01%
128
-20
1329
$4K ﹤0.01%
89
+43
1330
$4K ﹤0.01%
+355
1331
$4K ﹤0.01%
+255
1332
$4K ﹤0.01%
632
+82
1333
$4K ﹤0.01%
+57
1334
$4K ﹤0.01%
150
-168
1335
$4K ﹤0.01%
+95
1336
$4K ﹤0.01%
152
+67
1337
$4K ﹤0.01%
+460
1338
$4K ﹤0.01%
1,571
+1,201
1339
$4K ﹤0.01%
160
+60
1340
$4K ﹤0.01%
518
+101
1341
$3K ﹤0.01%
+54
1342
$3K ﹤0.01%
+265
1343
$3K ﹤0.01%
87
+37
1344
$3K ﹤0.01%
+42
1345
$3K ﹤0.01%
+125
1346
$3K ﹤0.01%
64
+32
1347
$3K ﹤0.01%
+117
1348
$3K ﹤0.01%
+100
1349
$3K ﹤0.01%
+120
1350
$3K ﹤0.01%
41
52 53
54
55 56