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
1976
– –
-249
1977
$0 ﹤0.01%
1
1978
– –
-100
1979
– –
-2
1980
– –
-41
1981
– –
-80
1982
– –
-2,500
1983
– –
-95
1984
$0 ﹤0.01%
+1
1985
– –
0
1986
– –
-100
1987
– –
0
1988
– –
-28
1989
– –
-32
1990
– –
-4
1991
$0 ﹤0.01%
1
-105
1992
– –
-46
1993
$0 ﹤0.01%
18
-64
1994
– –
-710
1995
– –
-95
1996
– –
-15
1997
– –
-19
1998
– –
-33
1999
$0 ﹤0.01%
27
-178
2000
– –
-1,500
78 79
80
81 82