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
376
$226K 0.01%
3,169
-1,719
377
$225K 0.01%
3,096
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378
$224K 0.01%
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379
$222K 0.01%
9,102
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380
$221K 0.01%
4,295
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381
$221K 0.01%
3,804
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382
$220K 0.01%
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383
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384
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385
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386
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1,505
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387
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389
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2,364
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390
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8,555
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4,392
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2,690
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396
$197K 0.01%
5,671
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397
$194K 0.01%
1,540
-484
398
$192K 0.01%
14,276
399
$190K 0.01%
2,675
400
$189K 0.01%
3,021
+2,556