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
1851
$0 ﹤0.01%
+4
1852
-12
1853
-11
1854
$0 ﹤0.01%
+6
1855
-3
1856
-1
1857
-100
1858
-304
1859
-35
1860
$0 ﹤0.01%
+37
1861
-1
1862
-1
1863
-300
1864
-125
1865
$0 ﹤0.01%
3
1866
-3
1867
-2
1868
-2,604
1869
-500
1870
-950
1871
-450
1872
-2,913
1873
-1
1874
-387
1875
-768