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
176
$3.55M 0.07%
32,920
+7,010
177
$3.54M 0.07%
75,793
-2,712
178
$3.4M 0.07%
63,626
+6,602
179
$3.27M 0.07%
29,385
+3,488
180
$3.27M 0.07%
65,312
+3,012
181
$3.26M 0.07%
52,504
+10,020
182
$3.26M 0.07%
53,915
+78
183
$3.22M 0.06%
79,354
+24,614
184
$3.22M 0.06%
46,159
-7,665
185
$3.18M 0.06%
26,565
+87
186
$3.07M 0.06%
79,535
+40,185
187
$2.88M 0.06%
27,544
+1,944
188
$2.76M 0.06%
268,246
-5,630
189
$2.7M 0.05%
34,508
+1,960
190
$2.68M 0.05%
34,728
+842
191
$2.61M 0.05%
36,589
+3,339
192
$2.56M 0.05%
88,112
+1,326
193
$2.43M 0.05%
26,472
+1,690
194
$2.38M 0.05%
21,065
+3,212
195
$2.37M 0.05%
14,642
+57
196
$2.34M 0.05%
27,670
+544
197
$2.26M 0.05%
59,942
+200
198
$2.25M 0.04%
32,344
+412
199
$2.21M 0.04%
187,572
-615
200
$2.19M 0.04%
253,479
-245,361
6 7
8
9 10