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
1901
– –
-1,220
1902
– –
0
1903
– –
-220
1904
– –
-511
1905
– –
-385
1906
– –
-1,250
1907
– –
-76
1908
– –
-115
1909
$0 ﹤0.01%
+1
1910
– –
-80
1911
– –
-130
1912
$0 ﹤0.01%
3
-230
1913
– –
-70
1914
– –
-159
1915
– –
0
1916
$0 ﹤0.01%
+1
1917
$0 ﹤0.01%
+1
1918
– –
-57
1919
– –
-185
1920
$0 ﹤0.01%
+3
1921
– –
-512
1922
– –
-133
1923
$0 ﹤0.01%
+2
1924
– –
-60
1925
– –
-85
75 76
77
78 79