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
1376
$3K ﹤0.01%
+233
1377
$3K ﹤0.01%
333
-6,817
1378
$3K ﹤0.01%
+57
1379
$3K ﹤0.01%
60
1380
$3K ﹤0.01%
+85
1381
$3K ﹤0.01%
+108
1382
$3K ﹤0.01%
110
-1,090
1383
$3K ﹤0.01%
+135
1384
$3K ﹤0.01%
88
-1,075
1385
$3K ﹤0.01%
+220
1386
$3K ﹤0.01%
200
1387
$3K ﹤0.01%
+137
1388
$3K ﹤0.01%
+31
1389
$3K ﹤0.01%
+160
1390
$3K ﹤0.01%
+95
1391
$3K ﹤0.01%
+205
1392
$3K ﹤0.01%
+280
1393
$3K ﹤0.01%
+275
1394
$3K ﹤0.01%
+140
1395
$3K ﹤0.01%
+200
1396
$3K ﹤0.01%
+210
1397
$3K ﹤0.01%
+100
1398
$3K ﹤0.01%
+401
1399
$3K ﹤0.01%
272
+159
1400
$3K ﹤0.01%
100
54 55
56
57 58