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
1351
$3K ﹤0.01%
1,900
+100
1352
$3K ﹤0.01%
60
1353
$3K ﹤0.01%
76
-12
1354
$3K ﹤0.01%
300
1355
$3K ﹤0.01%
450
1356
$3K ﹤0.01%
108
+64
1357
$3K ﹤0.01%
63
-19
1358
$3K ﹤0.01%
+95
1359
$3K ﹤0.01%
+30
1360
$3K ﹤0.01%
+205
1361
$3K ﹤0.01%
79
1362
$3K ﹤0.01%
+58
1363
$3K ﹤0.01%
176
1364
$3K ﹤0.01%
+58
1365
$3K ﹤0.01%
+182
1366
$3K ﹤0.01%
1,105
-2
1367
$3K ﹤0.01%
+199
1368
$3K ﹤0.01%
1,667
-1,000
1369
$3K ﹤0.01%
+84
1370
$3K ﹤0.01%
+42
1371
$3K ﹤0.01%
268
+187
1372
$3K ﹤0.01%
99
1373
$3K ﹤0.01%
+180
1374
$3K ﹤0.01%
+511
1375
$3K ﹤0.01%
115
-117
53 54
55
56 57