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
1576
$1K ﹤0.01%
30
1577
$1K ﹤0.01%
14
+13
1578
$1K ﹤0.01%
+25
1579
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+7
1580
$1K ﹤0.01%
+42
1581
$1K ﹤0.01%
65
-15
1582
$1K ﹤0.01%
1,640
-720
1583
$1K ﹤0.01%
35
-3,298
1584
$1K ﹤0.01%
36
-429
1585
$1K ﹤0.01%
+31
1586
$1K ﹤0.01%
+70
1587
$1K ﹤0.01%
+159
1588
$1K ﹤0.01%
100
1589
$1K ﹤0.01%
+31
1590
$1K ﹤0.01%
+44
1591
$1K ﹤0.01%
+256
1592
$1K ﹤0.01%
+42
1593
$1K ﹤0.01%
+10
1594
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200
1595
$1K ﹤0.01%
60
1596
$1K ﹤0.01%
+132
1597
$1K ﹤0.01%
+172
1598
$1K ﹤0.01%
122
+118
1599
$1K ﹤0.01%
10
-3
1600
$1K ﹤0.01%
42
+40
62 63
64
65 66