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
76
$7.33M 0.29%
139,377
-1,491
77
$7.33M 0.29%
140,101
+14,275
78
$7.06M 0.28%
80,518
+14,801
79
$6.88M 0.27%
76,259
+219
80
$6.72M 0.26%
137,384
+23,955
81
$6.58M 0.26%
169,762
+8,714
82
$6.51M 0.25%
243,736
-140
83
$6.33M 0.25%
63,247
+2,421
84
$5.99M 0.23%
583,533
-2,178
85
$5.97M 0.23%
35,542
-4,996
86
$5.85M 0.23%
70,481
+46,663
87
$5.8M 0.23%
76,958
-515
88
$5.78M 0.23%
38,146
+3,289
89
$5.68M 0.22%
32,760
-1,744
90
$5.64M 0.22%
77,744
-4,571
91
$5.51M 0.21%
67,355
-24,420
92
$5.5M 0.21%
64,936
-17,307
93
$5.47M 0.21%
218,817
-2,163
94
$5.45M 0.21%
56,507
-4,033
95
$5.26M 0.21%
124,226
-8,535
96
$5.19M 0.2%
166,646
+406
97
$5.04M 0.2%
19,971
+547
98
$5.01M 0.2%
45,427
-3,060
99
$4.97M 0.19%
82,405
+10,646
100
$4.93M 0.19%
68,110
-2,814
2 3
4
5 6