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
176
$1.7M 0.07%
23,297
+1,336
177
$1.61M 0.06%
15,627
+1,585
178
$1.61M 0.06%
13,382
+12,924
179
$1.59M 0.06%
40,572
-7,045
180
$1.58M 0.06%
30,064
-3,436
181
$1.57M 0.06%
96,380
+17,200
182
$1.56M 0.06%
35,361
-750
183
$1.54M 0.06%
14,930
-1,750
184
$1.52M 0.06%
35,250
+601
185
$1.5M 0.06%
15,892
+1,137
186
$1.48M 0.06%
22,215
-1,872
187
$1.47M 0.06%
17,136
+15,503
188
$1.46M 0.06%
17,738
+1,021
189
$1.44M 0.06%
37,316
-2,948
190
$1.44M 0.06%
42,247
+32,888
191
$1.4M 0.05%
11,223
-486
192
$1.39M 0.05%
22,972
-2,438
193
$1.38M 0.05%
59,540
+2,654
194
$1.36M 0.05%
17,674
+3,671
195
$1.34M 0.05%
12,904
+6,326
196
$1.33M 0.05%
27,312
+2,994
197
$1.33M 0.05%
11,264
-3,083
198
$1.3M 0.05%
16,433
+2,294
199
$1.25M 0.05%
18,715
-882
200
$1.23M 0.05%
33,975
-2,105
6 7
8
9 10