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
901
$10K ﹤0.01%
829
-1,769
902
$10K ﹤0.01%
363
-85
903
$10K ﹤0.01%
1,702
-6
904
$10K ﹤0.01%
939
905
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+300
906
$10K ﹤0.01%
1,854
+1,192
907
$10K ﹤0.01%
250
908
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628
909
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+600
910
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490
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911
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+300
912
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422
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913
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164
914
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115
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915
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+625
916
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600
917
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918
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919
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920
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94
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921
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118
922
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+1,416
923
$9K ﹤0.01%
+334
924
$9K ﹤0.01%
983
925
$9K ﹤0.01%
374
+254