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
1951
– –
-323
1952
– –
-30
1953
$0 ﹤0.01%
+1
1954
– –
-34
1955
$0 ﹤0.01%
+10
1956
– –
-25
1957
– –
-32
1958
– –
-60
1959
– –
-5,797
1960
– –
-17
1961
– –
-46
1962
$0 ﹤0.01%
+1
1963
– –
-149
1964
– –
-232
1965
– –
-100
1966
– –
-1,520
1967
– –
-2
1968
– –
-28
1969
– –
-9
1970
– –
-55
1971
– –
-44
1972
– –
-600
1973
– –
-57
1974
– –
-2
1975
$0 ﹤0.01%
17
77 78
79
80 81