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
301
$376K 0.01%
3,476
-467
302
$373K 0.01%
3,913
-886
303
$372K 0.01%
9,510
-216
304
$370K 0.01%
16,666
+337
305
$369K 0.01%
3,144
+1,319
306
$366K 0.01%
4,127
+627
307
$365K 0.01%
24,775
+2,238
308
$364K 0.01%
4,950
-101
309
$364K 0.01%
3,491
+1,735
310
$359K 0.01%
2,866
+32
311
$355K 0.01%
1,599
-156
312
$352K 0.01%
2,961
-177
313
$342K 0.01%
3,895
+1,728
314
$340K 0.01%
10,324
+5,177
315
$339K 0.01%
6,401
+392
316
$337K 0.01%
6,183
+735
317
$333K 0.01%
14,425
-5,271
318
$329K 0.01%
4,214
+165
319
$328K 0.01%
6,703
-364
320
$328K 0.01%
13,964
321
$328K 0.01%
23,883
+5,242
322
$327K 0.01%
4,854
+1,890
323
$327K 0.01%
2,091
+151
324
$327K 0.01%
45,761
-5,811
325
$327K 0.01%
24,620
-923