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
1401
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1402
$0 ﹤0.01%
60
1403
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-2,429
1404
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1405
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1406
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1407
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1408
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1409
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-405
1410
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1411
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1412
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1413
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-125
1414
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1415
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-1,390
1416
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1417
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1418
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1419
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-150
1420
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1421
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1422
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-3,043
1423
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-3,766
1424
– –
-17
1425
– –
-62
55 56
57
58 59