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
426
$157K 0.01%
3,679
+303
427
$156K 0.01%
2,686
+276
428
$156K 0.01%
3,072
-3,666
429
$155K 0.01%
6,296
-308
430
$154K 0.01%
10,880
+10,100
431
$153K 0.01%
11,369
-4,131
432
$153K 0.01%
5,064
-3,300
433
$152K 0.01%
12,057
-873
434
$150K 0.01%
2,592
-3,160
435
$150K 0.01%
30,000
436
$149K 0.01%
4,302
+151
437
$148K 0.01%
2,871
-317
438
$148K 0.01%
6,192
-200
439
$147K 0.01%
4,088
+100
440
$146K 0.01%
2,622
+389
441
$145K 0.01%
20,665
+3,285
442
$145K 0.01%
2,529
-246
443
$144K 0.01%
3,194
+3,121
444
$143K 0.01%
2,111
+110
445
$142K 0.01%
1,760
-18
446
$140K 0.01%
5,020
+2,163
447
$139K 0.01%
969
-155
448
$138K 0.01%
4,800
+4,533
449
$138K 0.01%
3,925
+2,732
450
$137K 0.01%
1,887
+210
16 17
18
19 20