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
$5.01B
AUM Growth
+$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1 +$56.6M
2 +$44M
3 +$38.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$32.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31M

Top Sells

1 +$7.66M
2 +$6.99M
3 +$6.81M
4
HCA icon
HCA Healthcare
HCA
+$6.34M
5
ADM icon
Archer Daniels Midland
ADM
+$6.28M

Sector Composition

1 Healthcare 3.93%
2 Technology 3.35%
3 Financials 3.08%
4 Consumer Discretionary 2.81%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$44.3M 0.88%
782,273
+142,023
27
$43M 0.86%
439,331
-9,639
28
$42.3M 0.84%
166,434
+15,804
29
$42.2M 0.84%
561,813
-2,799
30
$41.7M 0.83%
392,171
+35,344
31
$39.5M 0.79%
1,453,958
+688,986
32
$36.8M 0.73%
393,424
+65,776
33
$33.3M 0.66%
324,327
+40,085
34
$32.3M 0.65%
+561,393
35
$32.3M 0.64%
771,728
+398,409
36
$31.3M 0.63%
278,219
+25,535
37
$30.3M 0.6%
753,008
+144,236
38
$29.5M 0.59%
454,433
+208,444
39
$28.8M 0.57%
276,070
+23,616
40
$28.4M 0.57%
586,290
+74,367
41
$28.1M 0.56%
575,893
+94,364
42
$27.6M 0.55%
497,586
+26,417
43
$27.5M 0.55%
520,707
+188,448
44
$26.7M 0.53%
241,709
+64,345
45
$25.7M 0.51%
329,173
+22,820
46
$24.6M 0.49%
185,155
+41,836
47
$23.1M 0.46%
227,046
-323
48
$22.7M 0.45%
785,428
+144,900
49
$22.6M 0.45%
463,926
+95,870
50
$21.4M 0.43%
248,771
+43,625