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
1601
– –
-27
1602
– –
-6
1603
$0 ﹤0.01%
+11
1604
– –
-750
1605
– –
-972
1606
– –
-149
1607
– –
-10
1608
– –
-68
1609
– –
-100
1610
– –
-520
1611
$0 ﹤0.01%
+5
1612
– –
-350
1613
– –
-23
1614
– –
-300
1615
– –
-7
1616
– –
-163
1617
– –
-5,595
1618
– –
-6
1619
$0 ﹤0.01%
+100
1620
$0 ﹤0.01%
+8
1621
– –
-150
1622
– –
-294
1623
– –
-232
1624
– –
-696
1625
– –
-3,190
63 64
65
66 67