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
151
$2.52M 0.1%
204,370
+37,031
152
$2.49M 0.1%
56,291
-2,986
153
$2.45M 0.1%
34,096
-3,604
154
$2.34M 0.09%
117,126
+3,694
155
$2.27M 0.09%
52,500
-1,460
156
$2.27M 0.09%
35,646
+938
157
$2.26M 0.09%
141,020
-3,621
158
$2.24M 0.09%
23,589
-980
159
$2.15M 0.08%
25,351
+2,139
160
$2.13M 0.08%
49,481
-3,318
161
$2.04M 0.08%
22,950
+2,025
162
$2.03M 0.08%
20,383
-435
163
$2.03M 0.08%
154,970
+2,847
164
$1.96M 0.08%
22,862
+7,686
165
$1.96M 0.08%
75,207
-25,935
166
$1.96M 0.08%
26,353
+443
167
$1.95M 0.08%
148,634
-9,646
168
$1.92M 0.07%
17,983
-828
169
$1.89M 0.07%
251,608
-19,473
170
$1.84M 0.07%
36,894
-11,212
171
$1.76M 0.07%
20,101
+649
172
$1.73M 0.07%
21,266
+69
173
$1.72M 0.07%
24,700
+2,485
174
$1.71M 0.07%
45,562
+8,533
175
$1.71M 0.07%
20,599
+3,808
5 6
7
8 9