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
$5.01B
AUM Growth
+$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,065
New
Increased
Reduced
Closed

Top Buys

1 +$56.6M
2 +$44M
3 +$38.4M
4
VT icon
Vanguard Total World Stock ETF
VT
+$32.3M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$31M

Top Sells

1 +$7.66M
2 +$6.99M
3 +$6.81M
4
HCA icon
HCA Healthcare
HCA
+$6.34M
5
ADM icon
Archer Daniels Midland
ADM
+$6.28M

Sector Composition

1 Healthcare 3.93%
2 Technology 3.35%
3 Financials 3.08%
4 Consumer Discretionary 2.81%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$5.09M 0.1%
79,274
+2,683
152
$5.09M 0.1%
85,977
+2,124
153
$5.03M 0.1%
191,064
+12,870
154
$5M 0.1%
89,416
+8,529
155
$4.87M 0.1%
62,783
+3,163
156
$4.76M 0.1%
56,540
+331
157
$4.64M 0.09%
275,482
-2,651
158
$4.57M 0.09%
90,672
+3,631
159
$4.53M 0.09%
28,364
+27,804
160
$4.46M 0.09%
80,634
+16,888
161
$4.3M 0.09%
39,432
+1
162
$4.23M 0.08%
226,802
+19,425
163
$4.17M 0.08%
204,306
+10,437
164
$4.15M 0.08%
131,215
-18,574
165
$4.13M 0.08%
54,976
+3,851
166
$4.11M 0.08%
212,343
+210,914
167
$4.09M 0.08%
44,850
-940
168
$4.05M 0.08%
29,094
+5,043
169
$4.05M 0.08%
193,571
+44,063
170
$3.98M 0.08%
66,244
+9,784
171
$3.94M 0.08%
42,465
-473
172
$3.9M 0.08%
31,222
+2,736
173
$3.77M 0.08%
304,300
-35,793
174
$3.7M 0.07%
29,096
+654
175
$3.55M 0.07%
70,982
-361