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
1601
$1K ﹤0.01%
+2
1602
$1K ﹤0.01%
+6
1603
$1K ﹤0.01%
+4
1604
$1K ﹤0.01%
+275
1605
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+14
1606
$1K ﹤0.01%
+100
1607
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+17
1608
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+1,000
1609
$1K ﹤0.01%
+73
1610
$1K ﹤0.01%
+76
1611
$1K ﹤0.01%
82
+2
1612
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+25
1613
$1K ﹤0.01%
100
1614
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200
1615
$1K ﹤0.01%
60
1616
$1K ﹤0.01%
45
-65
1617
$1K ﹤0.01%
+50
1618
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18
-82
1619
$1K ﹤0.01%
+76
1620
$1K ﹤0.01%
+21
1621
$1K ﹤0.01%
20
-219
1622
$1K ﹤0.01%
+9
1623
$1K ﹤0.01%
+2
1624
$1K ﹤0.01%
384
1625
$1K ﹤0.01%
+19
63 64
65
66 67