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
51
$10.9M 0.43%
91,023
+463
52
$10.8M 0.42%
350,687
+2,561
53
$10.8M 0.42%
84,542
-8,800
54
$10.4M 0.41%
82,752
-2,288
55
$10.2M 0.4%
146,834
+41,733
56
$10.1M 0.39%
248,332
-23,972
57
$9.58M 0.37%
219,506
-15,822
58
$9.56M 0.37%
107,027
-9,961
59
$9.16M 0.36%
226,097
-9,336
60
$8.88M 0.35%
70,156
-3,277
61
$8.82M 0.34%
335,356
+7,060
62
$8.53M 0.33%
453,241
-34,400
63
$8.48M 0.33%
72,383
-3,205
64
$8.41M 0.33%
201,682
-10,136
65
$8.29M 0.32%
114,130
-1,319
66
$8.29M 0.32%
82,285
-3,492
67
$8.21M 0.32%
291,751
-21,332
68
$8.18M 0.32%
195,045
-16,232
69
$8.14M 0.32%
114,573
+5,402
70
$7.87M 0.31%
456,594
+18,447
71
$7.84M 0.31%
315,462
+3,714
72
$7.72M 0.3%
60,595
+19,289
73
$7.62M 0.3%
64,167
-7,279
74
$7.56M 0.29%
96,143
-1,768
75
$7.37M 0.29%
187,144
+6,356
1 2
3
4 5