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
526
$78K ﹤0.01%
2,413
+991
527
$78K ﹤0.01%
1,274
+2
528
$76K ﹤0.01%
1,101
+8
529
$76K ﹤0.01%
3,322
+1,173
530
$76K ﹤0.01%
1,943
+268
531
$76K ﹤0.01%
339
+39
532
$75K ﹤0.01%
5,244
533
$75K ﹤0.01%
1,128
+810
534
$75K ﹤0.01%
2,617
-743
535
$74K ﹤0.01%
1,685
-1
536
$74K ﹤0.01%
842
-174
537
$74K ﹤0.01%
+2,000
538
$73K ﹤0.01%
6,216
-4,901
539
$73K ﹤0.01%
2,267
-1,898
540
$72K ﹤0.01%
2,706
-61
541
$72K ﹤0.01%
955
+891
542
$71K ﹤0.01%
+1,122
543
$71K ﹤0.01%
1,494
-235
544
$70K ﹤0.01%
3,382
-3,339
545
$70K ﹤0.01%
1,499
+400
546
$69K ﹤0.01%
2,045
-583
547
$69K ﹤0.01%
3,758
-2,719
548
$68K ﹤0.01%
1,491
+249
549
$68K ﹤0.01%
1,280
-851
550
$68K ﹤0.01%
11,247
+187
20 21
22
23 24