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
$4.2B
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1 +$62.3M
2 +$41.5M
3 +$38.6M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$26.1M

Sector Composition

1 Healthcare 4.25%
2 Technology 3.73%
3 Financials 3.18%
4 Consumer Discretionary 2.85%
5 Industrials 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
$0 ﹤0.01%
+16
1752
-1
1753
-56
1754
-58
1755
-1,800
1756
-53
1757
$0 ﹤0.01%
+9
1758
-131
1759
-43
1760
-39
1761
-4
1762
-2
1763
-690
1764
-3
1765
$0 ﹤0.01%
+3
1766
-379
1767
-39
1768
-101
1769
-380
1770
-88
1771
-63
1772
-77
1773
$0 ﹤0.01%
+14
1774
-1,500
1775
$0 ﹤0.01%
+10