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
1501
$2K ﹤0.01%
+74
1502
$2K ﹤0.01%
100
1503
$2K ﹤0.01%
+250
1504
$2K ﹤0.01%
200
1505
$2K ﹤0.01%
+83
1506
$2K ﹤0.01%
+405
1507
$2K ﹤0.01%
+128
1508
$2K ﹤0.01%
+142
1509
$2K ﹤0.01%
+38
1510
$2K ﹤0.01%
+120
1511
$2K ﹤0.01%
47
-34
1512
$2K ﹤0.01%
33
1513
$1K ﹤0.01%
29
+1
1514
$1K ﹤0.01%
225
+224
1515
$1K ﹤0.01%
12
+10
1516
$1K ﹤0.01%
200
1517
$1K ﹤0.01%
+45
1518
$1K ﹤0.01%
+103
1519
$1K ﹤0.01%
+22
1520
$1K ﹤0.01%
27
+12
1521
$1K ﹤0.01%
110
+29
1522
$1K ﹤0.01%
+32
1523
$1K ﹤0.01%
+32
1524
$1K ﹤0.01%
30
+27
1525
$1K ﹤0.01%
+89
59 60
61
62 63