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
1451
$2K ﹤0.01%
+34
1452
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+185
1453
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+120
1454
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157
1455
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1456
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43
-3
1457
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+61
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+44
1459
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+60
1460
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+500
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+80
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+595
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175
-1,600
1464
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+130
1465
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70
-190
1466
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+133
1467
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166
+164
1468
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68
+63
1469
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74
1470
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+100
1471
$2K ﹤0.01%
+146
1472
$2K ﹤0.01%
+400
1473
$2K ﹤0.01%
+465
1474
$2K ﹤0.01%
+199
1475
$2K ﹤0.01%
+40
57 58
59
60 61