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
1426
$2K ﹤0.01%
80
+30
1427
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115
-83
1428
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82
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1429
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1430
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+464
1431
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+33
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200
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28
1434
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1435
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+100
1437
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92
1438
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+590
1439
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+40
1440
$2K ﹤0.01%
+40
1441
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1442
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+90
1443
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500
+87
1444
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124
+84
1445
$2K ﹤0.01%
25
-60
1446
$2K ﹤0.01%
+111
1447
$2K ﹤0.01%
25
-597
1448
$2K ﹤0.01%
+250
1449
$2K ﹤0.01%
83
+4
1450
$2K ﹤0.01%
+165
56 57
58
59 60