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
26
$22.9M 0.89%
182,615
+14,045
27
$21.6M 0.84%
213,148
-20,508
28
$21.2M 0.83%
195,289
+32,774
29
$19.9M 0.78%
192,242
-22,071
30
$19.8M 0.77%
217,885
-21,055
31
$18.2M 0.71%
180,470
-5,378
32
$18M 0.7%
182,084
+13,191
33
$17.2M 0.67%
224,528
+22,517
34
$17.1M 0.67%
168,305
-1,116
35
$17.1M 0.67%
434,416
+960
36
$17.1M 0.67%
142,989
+40,359
37
$15.6M 0.61%
336,730
-32,780
38
$14.3M 0.56%
495,136
+86,771
39
$14.2M 0.56%
158,307
-8,745
40
$14M 0.55%
251,294
+28,590
41
$13.3M 0.52%
307,161
-11,535
42
$12.8M 0.5%
246,387
-12,004
43
$12.6M 0.49%
96,132
-14,128
44
$12.3M 0.48%
194,000
-6,962
45
$12.1M 0.47%
139,606
-1,231
46
$12.1M 0.47%
142,590
-49,436
47
$11.9M 0.46%
390,456
+15,928
48
$11.7M 0.45%
202,265
-5,192
49
$11.4M 0.44%
233,827
+27,108
50
$11.2M 0.44%
236,578
+48,924
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