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
1926
– –
-452
1927
– –
-98
1928
$0 ﹤0.01%
+1
1929
– –
-332
1930
$0 ﹤0.01%
+11
1931
$0 ﹤0.01%
+27
1932
– –
-350
1933
– –
-23
1934
– –
-56
1935
– –
-310
1936
– –
-480
1937
– –
-333
1938
$0 ﹤0.01%
+1
1939
– –
-94
1940
– –
-76
1941
– –
-250
1942
– –
-68
1943
– –
-3,000
1944
– –
-234
1945
– –
-800
1946
– –
-133
1947
– –
-48
1948
$0 ﹤0.01%
1
-36
1949
– –
-498
1950
– –
-10
76 77
78
79 80