Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
+$172M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,509
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$11.8M
3
+$8.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.79M

Top Sells

1
+$5.23M
2
+$4.18M
3
+$3.83M
4
SI
SIEMENS AKTIENGESELLSCHAFT ADS
SI
+$3.03M
5
A icon
Agilent Technologies
A
+$2.84M

Sector Composition

1 Healthcare 4.25%
2 Technology 3.8%
3 Industrials 3.33%
4 Energy 2.93%
5 Financials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$847K 0.03%
12,057
-74,461
227
$841K 0.03%
14,455
-3,226
228
$826K 0.03%
24,742
+1,743
229
$819K 0.03%
19,710
-2,078
230
$812K 0.03%
17,242
-706
231
$806K 0.03%
14,454
+2,379
232
$805K 0.03%
13,896
+635
233
$794K 0.03%
9,138
-1,731
234
$794K 0.03%
7,257
+234
235
$792K 0.03%
10,359
-228
236
$776K 0.03%
12,476
+1,410
237
$774K 0.03%
14,308
+4,961
238
$753K 0.03%
18,461
+2,325
239
$752K 0.03%
29,352
-10,852
240
$741K 0.03%
35,136
-780
241
$712K 0.03%
5,357
+526
242
$707K 0.03%
26,823
-390
243
$697K 0.03%
50,767
244
$693K 0.03%
54,313
-6,530
245
$657K 0.03%
14,689
-1,139
246
$655K 0.03%
6,383
-1,056
247
$652K 0.03%
12,431
-882
248
$630K 0.02%
9,361
-1,770
249
$627K 0.02%
43,308
-7,410
250
$626K 0.02%
10,667
+3,515
8 9
10
11 12