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
1951
– –
-61
1952
– –
-47
1953
– –
-36
1954
– –
-132
1955
– –
-60
1956
– –
-99
1957
$0 ﹤0.01%
1
-756
1958
– –
-500
1959
– –
-72
1960
– –
-452
1961
$0 ﹤0.01%
15
1962
$0 ﹤0.01%
1
-67
1963
– –
-44
1964
– –
-264
1965
– –
-2,892
1966
– –
-275
1967
– –
-44
1968
$0 ﹤0.01%
12
-76
1969
– –
-1
1970
– –
-236
1971
– –
-38
1972
$0 ﹤0.01%
+29
1973
– –
-7
1974
– –
-4
1975
– –
-36
77 78
79
80 81