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
1701
– –
-3,239
1702
– –
-248
1703
– –
-20
1704
– –
0
1705
– –
-135
1706
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-200
1707
$0 ﹤0.01%
5
-1,375
1708
– –
-43
1709
– –
-305
1710
– –
-31
1711
– –
-122
1712
– –
-474
1713
– –
-595
1714
– –
-14
1715
– –
-200
1716
– –
-478
1717
– –
-620
1718
– –
-480
1719
$0 ﹤0.01%
10
1720
– –
-1,220
1721
– –
0
1722
– –
-220
1723
– –
-511
1724
– –
-385
1725
– –
-1,250
67 68
69
70 71