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
551
$68K ﹤0.01%
1,497
-180
552
$67K ﹤0.01%
1,948
-6
553
$67K ﹤0.01%
3,657
+4
554
$67K ﹤0.01%
1,388
+394
555
$66K ﹤0.01%
935
-234
556
$66K ﹤0.01%
1,395
+367
557
$66K ﹤0.01%
984
-115
558
$66K ﹤0.01%
4,750
559
$64K ﹤0.01%
+1,536
560
$64K ﹤0.01%
441
+389
561
$64K ﹤0.01%
587
+334
562
$64K ﹤0.01%
1,019
563
$63K ﹤0.01%
3,626
-299
564
$63K ﹤0.01%
2,470
-118
565
$63K ﹤0.01%
4,974
566
$63K ﹤0.01%
276
+48
567
$62K ﹤0.01%
2,845
-500
568
$62K ﹤0.01%
1,563
569
$62K ﹤0.01%
1,212
570
$62K ﹤0.01%
1,388
+269
571
$61K ﹤0.01%
799
-436
572
$61K ﹤0.01%
2,222
+56
573
$60K ﹤0.01%
2,500
574
$60K ﹤0.01%
724
+520
575
$59K ﹤0.01%
1,143
-2,183
21 22
23
24 25