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
1976
– –
-320
1977
– –
-3,881
1978
– –
-95
1979
– –
-85
1980
– –
-120
1981
– –
-227
1982
– –
-33
1983
– –
-252
1984
– –
-249
1985
$0 ﹤0.01%
1
1986
– –
-100
1987
– –
-2
1988
– –
-41
1989
– –
-80
1990
– –
-2,500
1991
– –
-95
1992
– –
0
1993
– –
-100
1994
– –
0
1995
– –
-28
1996
– –
-32
1997
– –
-4
1998
$0 ﹤0.01%
1
-105
1999
– –
-46
2000
$0 ﹤0.01%
18
-64
78 79
80
81 82