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
1551
– –
-6
1552
– –
-144
1553
– –
-28
1554
– –
-6
1555
– –
-24
1556
– –
-40
1557
– –
-176
1558
– –
-27
1559
– –
-72
1560
– –
-590
1561
– –
-828
1562
– –
-70
1563
– –
-66
1564
– –
-51
1565
– –
-411
1566
– –
-61
1567
– –
-1,420
1568
– –
-52
1569
– –
-26
1570
– –
-1,193
1571
– –
-2,295
1572
$0 ﹤0.01%
26
-2,606
1573
– –
-1,248
1574
– –
-967
1575
– –
-45
61 62
63
64 65