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
276
$486K 0.02%
4,156
-850
277
$482K 0.02%
3,000
+1,252
278
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2,492
+501
279
$462K 0.02%
7,482
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280
$454K 0.02%
32,597
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281
$452K 0.02%
6,483
282
$446K 0.02%
6,128
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283
$430K 0.02%
19,570
-1,007
284
$428K 0.02%
28,027
-4,750
285
$426K 0.02%
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286
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6,943
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287
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10,264
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288
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11,208
-1,898
289
$415K 0.02%
4,582
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290
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39,899
-52,312
291
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-1,030
292
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4,750
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293
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10,424
-1,058
294
$404K 0.02%
4,495
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295
$403K 0.02%
11,099
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296
$403K 0.02%
3,780
+841
297
$400K 0.02%
10,548
+192
298
$391K 0.02%
7,375
+147
299
$379K 0.01%
5,948
-705
300
$379K 0.01%
6,986
-1,378
10 11
12
13 14