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
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%
19
+15
1410
$2K ﹤0.01%
35
1411
$2K ﹤0.01%
+55
1412
$2K ﹤0.01%
+235
1413
$2K ﹤0.01%
+140
1414
$2K ﹤0.01%
+600
1415
$2K ﹤0.01%
+250
1416
$2K ﹤0.01%
+98
1417
$2K ﹤0.01%
27
-598
1418
$2K ﹤0.01%
+100
1419
$2K ﹤0.01%
9
-22
1420
$2K ﹤0.01%
+57
1421
$2K ﹤0.01%
11
-55
1422
$2K ﹤0.01%
+95
1423
$2K ﹤0.01%
+85
1424
$2K ﹤0.01%
+60
1425
$2K ﹤0.01%
100
55 56
57
58 59