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
601
$52K ﹤0.01%
2,016
-53,418
602
$52K ﹤0.01%
3,148
+436
603
$52K ﹤0.01%
833
604
$51K ﹤0.01%
664
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606
$51K ﹤0.01%
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607
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$50K ﹤0.01%
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2,805
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$50K ﹤0.01%
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614
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615
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619
$48K ﹤0.01%
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620
$47K ﹤0.01%
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621
$47K ﹤0.01%
264
622
$46K ﹤0.01%
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$46K ﹤0.01%
1,222
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624
$46K ﹤0.01%
1,950
+1,642
625
$46K ﹤0.01%
587
+53
23 24
25
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