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
126
$3.59M 0.14%
62,164
-4,103
127
$3.56M 0.14%
41,112
+4,037
128
$3.54M 0.14%
27,840
-1,240
129
$3.53M 0.14%
30,000
+26
130
$3.44M 0.13%
55,544
+47,224
131
$3.44M 0.13%
40,824
+931
132
$3.27M 0.13%
6,095
+185
133
$3.23M 0.13%
140,230
+11,306
134
$3.19M 0.12%
2,655
+2,415
135
$3.14M 0.12%
24,670
+686
136
$3.08M 0.12%
80,434
-1,057
137
$3.05M 0.12%
9,557
+1,114
138
$3.05M 0.12%
63,860
+5,442
139
$3.05M 0.12%
46,903
+1,122
140
$3.04M 0.12%
68,845
+5,762
141
$2.91M 0.11%
50,287
+1,948
142
$2.78M 0.11%
97,891
+8,315
143
$2.68M 0.1%
46,392
-848
144
$2.62M 0.1%
22,188
-1,644
145
$2.6M 0.1%
41,876
-751
146
$2.58M 0.1%
23,698
-2,471
147
$2.57M 0.1%
57,358
+92
148
$2.57M 0.1%
52,895
+744
149
$2.54M 0.1%
22,728
+4,009
150
$2.52M 0.1%
164,210
-16,599
4 5
6
7 8