Northwestern Mutual Wealth Management Portfolio holdings
AUM $122B
AUM
$122B
AUM Growth
+$3.76B (+3%)
Cap. Flow
+$5.26B
Cap. Flow % of AUM
4.3%
Top 10 Holdings %Top 10 Hldgs %
50.22%
Holding
4,057
New
469
Increased
1,568
Reduced
1,127
Closed
409
Top Buys
| 1 | $432M | |
| 2 | $355M | |
| 3 | $258M | |
| 4 | $199M | |
| 5 | $156M |
Top Sells
| 1 | $101M | |
| 2 | $79.6M | |
| 3 | $55.8M | |
| 4 | $50.5M | |
| 5 | $48.7M |
Sector Composition
| 1 | Technology | 3.17% |
| 2 | Financials | 1.31% |
| 3 | Consumer Discretionary | 1.06% |
| 4 | Communication Services | 0.92% |
| 5 | Healthcare | 0.84% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $700K | 0% | 29,737 +7,341 | +33% | +$173K | |||
| $693K | 0% | 7,274 -90 | -1% | -$8.58K | |||
| $689K | 0% | 3,210 +36 | +1% | +$7.73K | |||
| $684K | 0% | 64,848 -1,003 | -2% | -$10.6K | |||
| $682K | 0% | 25,531 | – | – | |||
| $682K | 0% | 6,658 -1,783 | -21% | -$183K | |||
| $682K | 0% | 8,823 +372 | +4% | +$28.7K | |||
| $680K | 0% | 8,321 +331 | +4% | +$27K | |||
| $677K | 0% | 1,165 +30 | +3% | +$17.4K | |||
| $675K | 0% | 14,838 -348 | -2% | -$15.8K | |||
| $674K | 0% | 21,424 +3,936 | +23% | +$124K | |||
| $671K | 0% | 17,502 +1,226 | +8% | +$47K | |||
| $668K | 0% | 15,604 +2,107 | +16% | +$90.2K | |||
| $664K | 0% | 2,967 -3,034 | -51% | -$679K | |||
| $660K | 0% | 7,237 +5,553 | +330% | +$506K | |||
| $655K | 0% | 11,661 +1,401 | +14% | +$78.6K | |||
| $654K | 0% | 2,947 +1,450 | +97% | +$322K | |||
| $653K | 0% | 8,918 +1,697 | +24% | +$124K | |||
| $652K | 0% | 9,372 +114 | +1% | +$7.93K | |||
| $648K | 0% | 22,565 -129 | -0.6% | -$3.7K | |||
| $646K | 0% | 57,612 +7,498 | +15% | +$84.1K | |||
| $646K | 0% | 13,195 +635 | +5% | +$31.1K | |||
| $645K | 0% | 4,459 -516 | -10% | -$74.6K | |||
| $642K | 0% | 34,648 +4,882 | +16% | +$90.5K | |||
| $635K | 0% | 15,493 -2,807 | -15% | -$115K |
