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
1551
$1K ﹤0.01%
+132
1552
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+42
1553
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+166
1554
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164
+158
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+48
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1558
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+15
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28
+7
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1561
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29
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1563
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+42
1564
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+62
1565
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+100
1566
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66
+12
1567
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1568
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+14
1569
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+384
1570
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+49
1571
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+148
1572
$1K ﹤0.01%
+45
1573
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31
-40
1574
$1K ﹤0.01%
+14
1575
$1K ﹤0.01%
+52
61 62
63
64 65