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
101
$4.93M 0.19%
42,688
+17,812
102
$4.86M 0.19%
101,316
+8,053
103
$4.78M 0.19%
+55,830
104
$4.69M 0.18%
59,226
-1,418
105
$4.55M 0.18%
90,838
+3,563
106
$4.53M 0.18%
52,870
-3,246
107
$4.51M 0.18%
99,498
-7,171
108
$4.51M 0.18%
51,274
+3,087
109
$4.45M 0.17%
54,942
-698
110
$4.43M 0.17%
60,311
+15,581
111
$4.42M 0.17%
48,918
+882
112
$4.05M 0.16%
47,282
-1,382
113
$4M 0.16%
68,236
+935
114
$4M 0.16%
72,378
-3,837
115
$3.94M 0.15%
78,613
+5,544
116
$3.92M 0.15%
34,119
+1,936
117
$3.92M 0.15%
86,425
+3,183
118
$3.9M 0.15%
172,995
-9,396
119
$3.84M 0.15%
93,799
-4,818
120
$3.83M 0.15%
36,949
+3,734
121
$3.79M 0.15%
101,206
+4,937
122
$3.7M 0.14%
55,382
-3,107
123
$3.7M 0.14%
44,952
-1,531
124
$3.67M 0.14%
65,001
-385
125
$3.63M 0.14%
82,039
+2,649
3 4
5
6 7