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
$5.01B
AUM Growth
+$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1 +$56.6M
2 +$44M
3 +$38.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$32.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31M

Top Sells

1 +$7.66M
2 +$6.99M
3 +$6.81M
4
HCA icon
HCA Healthcare
HCA
+$6.34M
5
ADM icon
Archer Daniels Midland
ADM
+$6.28M

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
226
$1.62M 0.03%
8,216
-35,472
227
$1.58M 0.03%
37,311
+627
228
$1.55M 0.03%
60,212
-7,692
229
$1.55M 0.03%
78,390
-9,264
230
$1.53M 0.03%
29,564
+1,810
231
$1.49M 0.03%
22,322
-273
232
$1.48M 0.03%
86,940
+10,448
233
$1.47M 0.03%
43,248
+7,485
234
$1.46M 0.03%
25,102
-1,234
235
$1.44M 0.03%
51,232
+13,383
236
$1.41M 0.03%
53,664
-1,302
237
$1.4M 0.03%
28,913
+20,430
238
$1.4M 0.03%
11,234
+200
239
$1.39M 0.03%
14,357
-52,692
240
$1.33M 0.03%
13,522
-621
241
$1.33M 0.03%
34,014
-2,227
242
$1.32M 0.03%
20,486
+200
243
$1.29M 0.03%
43,094
-838
244
$1.28M 0.03%
24,201
-999
245
$1.26M 0.03%
765
-46
246
$1.18M 0.02%
15,510
-416
247
$1.16M 0.02%
25,378
-3,871
248
$1.15M 0.02%
6,145
+392
249
$1.15M 0.02%
23,994
-506
250
$1.14M 0.02%
84,711
-2,973