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
– –
-60
1952
– –
-17
1953
– –
-46
1954
$0 ﹤0.01%
+1
1955
– –
-149
1956
– –
-232
1957
– –
-100
1958
– –
-1,520
1959
– –
-2
1960
– –
-28
1961
– –
-9
1962
– –
-55
1963
– –
-44
1964
– –
-600
1965
– –
-57
1966
– –
-2
1967
$0 ﹤0.01%
17
1968
– –
-320
1969
– –
-3,881
1970
– –
-95
1971
– –
-85
1972
– –
-120
1973
– –
-227
1974
– –
-33
1975
– –
-252
77 78
79
80 81