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
1901
– –
0
1902
– –
-220
1903
– –
-511
1904
– –
-385
1905
– –
-1,250
1906
– –
-76
1907
– –
-115
1908
$0 ﹤0.01%
+1
1909
– –
-80
1910
– –
-130
1911
$0 ﹤0.01%
3
-230
1912
– –
-70
1913
– –
-159
1914
– –
0
1915
$0 ﹤0.01%
+1
1916
$0 ﹤0.01%
+1
1917
– –
-57
1918
– –
-185
1919
$0 ﹤0.01%
+3
1920
– –
-512
1921
– –
-133
1922
$0 ﹤0.01%
+2
1923
– –
-60
1924
– –
-85
1925
– –
-72
75 76
77
78 79