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
251
$1.14M 0.02%
21,908
-2,336
252
$1.14M 0.02%
11,948
+411
253
$1.14M 0.02%
89,424
-11,426
254
$1.11M 0.02%
15,733
+1,975
255
$1.1M 0.02%
11,359
+1,138
256
$1.06M 0.02%
16,218
-455
257
$1.05M 0.02%
64,359
-384
258
$1.04M 0.02%
24,900
+21,073
259
$1.04M 0.02%
13,412
+360
260
$1.03M 0.02%
7,275
+1,096
261
$1.03M 0.02%
10,716
+50
262
$1.02M 0.02%
42,466
-98,775
263
$973K 0.02%
13,367
+5,869
264
$964K 0.02%
14,259
-93,757
265
$961K 0.02%
186,585
-7,087
266
$958K 0.02%
11,717
+663
267
$955K 0.02%
22,314
-1,754
268
$951K 0.02%
63,712
-25,809
269
$934K 0.02%
5,175
-997
270
$921K 0.02%
3,005
+1,207
271
$919K 0.02%
35,400
+320
272
$914K 0.02%
+23,637
273
$907K 0.02%
23,147
+1,642
274
$894K 0.02%
16,777
+132
275
$887K 0.02%
60,940
-1,879