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
$2.2B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,714
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.4M

Top Sells

1
+$5.24M
2
+$4.08M
3
+$3.91M
4
IP icon
International Paper
IP
+$3.79M
5
ABT icon
Abbott
ABT
+$3.76M

Sector Composition

1 Healthcare 4.39%
2 Technology 3.92%
3 Industrials 3.83%
4 Energy 3.24%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1501
– –
-2,676
1502
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-36
1503
$0 ﹤0.01%
+3
1504
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1505
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-785
1506
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-1,983
1507
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-48
1508
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-39
1509
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1510
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-86
1511
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-560
1512
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-46
1513
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-333
1514
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-35
1515
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-212
1516
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1517
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-45
1518
– –
-560
1519
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-194
1520
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-7
1521
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1522
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-116
1523
– –
-7,224
1524
$0 ﹤0.01%
+7
1525
– –
-330
59 60
61
62 63