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
1526
$1K ﹤0.01%
+48
1527
$1K ﹤0.01%
37
+34
1528
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30
-158
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1530
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1531
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+17
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+46
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+232
1534
$1K ﹤0.01%
81
1535
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+28
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+55
1537
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1538
$1K ﹤0.01%
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1539
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20
1540
$1K ﹤0.01%
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1541
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100
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1542
$1K ﹤0.01%
+28
1543
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+32
1544
$1K ﹤0.01%
106
+103
1545
$1K ﹤0.01%
46
-304
1546
$1K ﹤0.01%
+126
1547
$1K ﹤0.01%
+15
1548
$1K ﹤0.01%
+19
1549
$1K ﹤0.01%
+160
1550
$1K ﹤0.01%
56
-8
60 61
62
63 64