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

Top Sells

1
+$19.1M
2
+$7.26M
3
+$6.75M
4
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$6.24M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$5.38M

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
1951
– –
-31
1952
$0 ﹤0.01%
+2
1953
– –
-42
1954
$0 ﹤0.01%
+66
1955
– –
-6
1956
$0 ﹤0.01%
+20
1957
– –
-82
1958
– –
-414
1959
$0 ﹤0.01%
+10
1960
– –
-36
1961
– –
-436
1962
– –
-46
1963
– –
-109
1964
– –
-419
1965
– –
-600
1966
– –
-64
1967
– –
-180
1968
– –
-209
1969
– –
-54
1970
– –
-101
1971
– –
-13
1972
– –
-1
1973
– –
-1
1974
$0 ﹤0.01%
+2
1975
– –
-56
76 77 78
79
80