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
1401
$3K ﹤0.01%
+1,000
1402
$3K ﹤0.01%
+45
1403
$3K ﹤0.01%
50
1404
$3K ﹤0.01%
130
1405
$3K ﹤0.01%
85
+1
1406
$3K ﹤0.01%
+76
1407
$3K ﹤0.01%
35
+20
1408
$3K ﹤0.01%
+219
1409
$2K ﹤0.01%
+100
1410
$2K ﹤0.01%
+250
1411
$2K ﹤0.01%
+98
1412
$2K ﹤0.01%
27
-598
1413
$2K ﹤0.01%
+100
1414
$2K ﹤0.01%
9
-22
1415
$2K ﹤0.01%
+57
1416
$2K ﹤0.01%
11
-55
1417
$2K ﹤0.01%
+95
1418
$2K ﹤0.01%
+85
1419
$2K ﹤0.01%
+60
1420
$2K ﹤0.01%
100
1421
$2K ﹤0.01%
80
+30
1422
$2K ﹤0.01%
115
-83
1423
$2K ﹤0.01%
82
+8
1424
$2K ﹤0.01%
+95
1425
$2K ﹤0.01%
+464
55 56
57
58 59