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
1926
– –
-72
1927
– –
-5,797
1928
$0 ﹤0.01%
+1
1929
– –
-1,500
1930
– –
-333
1931
$0 ﹤0.01%
+1
1932
$0 ﹤0.01%
+2
1933
– –
-250
1934
– –
-68
1935
– –
-3,000
1936
– –
-234
1937
– –
-800
1938
– –
-133
1939
– –
-48
1940
$0 ﹤0.01%
1
-36
1941
– –
-498
1942
– –
-98
1943
– –
-10
1944
– –
-323
1945
– –
-30
1946
$0 ﹤0.01%
+1
1947
– –
-34
1948
$0 ﹤0.01%
+10
1949
– –
-25
1950
– –
-32
76 77
78
79 80