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
$5.01B
AUM Growth
+$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$57.1M
2
+$44.9M
3
+$39.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$32.9M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$31.2M

Top Sells

1
+$7.38M
2
+$7.24M
3
+$6.86M
4
MCK icon
McKesson
MCK
+$6.7M
5
HCA icon
HCA Healthcare
HCA
+$6.54M

Sector Composition

1 Healthcare 3.93%
2 Technology 3.35%
3 Financials 3.08%
4 Consumer Discretionary 2.81%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1601
$0 ﹤0.01%
200
-7,450
1602
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1603
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1604
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-65
1605
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-35
1606
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-14
1607
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-19
1608
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-190
1609
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-45
1610
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-34
1611
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-7
1612
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-20
1613
– –
-1,207
1614
– –
-155
1615
$0 ﹤0.01%
+1
1616
– –
-210
1617
– –
-69
1618
$0 ﹤0.01%
+2
1619
– –
-31
1620
– –
-11
1621
– –
-136
1622
– –
-12,139
1623
– –
-235
1624
– –
-16
1625
– –
-60
63 64
65
66 67