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
1501
$2K ﹤0.01%
+128
1502
$2K ﹤0.01%
19
+15
1503
$2K ﹤0.01%
35
1504
$2K ﹤0.01%
+55
1505
$2K ﹤0.01%
+235
1506
$2K ﹤0.01%
+142
1507
$2K ﹤0.01%
+38
1508
$2K ﹤0.01%
+120
1509
$2K ﹤0.01%
47
-34
1510
$2K ﹤0.01%
33
1511
$2K ﹤0.01%
+140
1512
$2K ﹤0.01%
+600
1513
$1K ﹤0.01%
200
1514
$1K ﹤0.01%
30
+27
1515
$1K ﹤0.01%
+89
1516
$1K ﹤0.01%
+45
1517
$1K ﹤0.01%
+103
1518
$1K ﹤0.01%
+22
1519
$1K ﹤0.01%
27
+12
1520
$1K ﹤0.01%
110
+29
1521
$1K ﹤0.01%
+232
1522
$1K ﹤0.01%
42
+40
1523
$1K ﹤0.01%
+48
1524
$1K ﹤0.01%
37
+34
1525
$1K ﹤0.01%
30
-158
59 60
61
62 63