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
1576
$1K ﹤0.01%
+7
1577
$1K ﹤0.01%
+42
1578
$1K ﹤0.01%
65
-15
1579
$1K ﹤0.01%
1,640
-720
1580
$1K ﹤0.01%
35
-3,298
1581
$1K ﹤0.01%
36
-429
1582
$1K ﹤0.01%
+31
1583
$1K ﹤0.01%
+70
1584
$1K ﹤0.01%
+159
1585
$1K ﹤0.01%
100
1586
$1K ﹤0.01%
+31
1587
$1K ﹤0.01%
+44
1588
$1K ﹤0.01%
+264
1589
$1K ﹤0.01%
+42
1590
$1K ﹤0.01%
+10
1591
$1K ﹤0.01%
200
1592
$1K ﹤0.01%
60
1593
$1K ﹤0.01%
+132
1594
$1K ﹤0.01%
+172
1595
$1K ﹤0.01%
122
+118
1596
$1K ﹤0.01%
10
-3
1597
$1K ﹤0.01%
+2
1598
$1K ﹤0.01%
+6
1599
$1K ﹤0.01%
+4
1600
$1K ﹤0.01%
+275
62 63
64
65 66