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
651
$37K ﹤0.01%
354
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652
$37K ﹤0.01%
+256
653
$37K ﹤0.01%
4,461
+362
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$37K ﹤0.01%
694
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655
$37K ﹤0.01%
550
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$36K ﹤0.01%
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$36K ﹤0.01%
1,723
658
$36K ﹤0.01%
1,375
-3,104
659
$35K ﹤0.01%
798
660
$35K ﹤0.01%
1,091
661
$35K ﹤0.01%
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662
$35K ﹤0.01%
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$34K ﹤0.01%
3,749
-4,157
664
$34K ﹤0.01%
989
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665
$34K ﹤0.01%
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$33K ﹤0.01%
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669
$32K ﹤0.01%
691
670
$32K ﹤0.01%
885
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671
$32K ﹤0.01%
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672
$32K ﹤0.01%
1,026
-260
673
$31K ﹤0.01%
646
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674
$31K ﹤0.01%
245
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675
$31K ﹤0.01%
2,050
-9,465
25 26
27
28 29