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
1626
$1K ﹤0.01%
+34
1627
$1K ﹤0.01%
+7
1628
$1K ﹤0.01%
20
+17
1629
$1K ﹤0.01%
+155
1630
$1K ﹤0.01%
+4
1631
$1K ﹤0.01%
440
1632
$1K ﹤0.01%
+11
1633
$1K ﹤0.01%
+20
1634
$1K ﹤0.01%
+26
1635
$1K ﹤0.01%
+34
1636
$1K ﹤0.01%
70
+30
1637
$1K ﹤0.01%
+60
1638
$1K ﹤0.01%
+27
1639
$1K ﹤0.01%
+18
1640
$1K ﹤0.01%
75
-1,576
1641
$1K ﹤0.01%
+90
1642
$1K ﹤0.01%
+440
1643
$1K ﹤0.01%
+130
1644
$1K ﹤0.01%
+76
1645
$1K ﹤0.01%
+58
1646
$1K ﹤0.01%
159
1647
$1K ﹤0.01%
+40
1648
$1K ﹤0.01%
21
+9
1649
$1K ﹤0.01%
+9
1650
$1K ﹤0.01%
192
-4
64 65
66
67 68