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
201
$1.22M 0.05%
24,528
-10,009
202
$1.21M 0.05%
28,435
+403
203
$1.21M 0.05%
20,134
+5,836
204
$1.16M 0.05%
11,825
-1,426
205
$1.14M 0.04%
42,474
+4,580
206
$1.14M 0.04%
25,430
-4,197
207
$1.1M 0.04%
21,014
+704
208
$1.09M 0.04%
9,142
-348
209
$1.08M 0.04%
9,293
-2,603
210
$1.08M 0.04%
18,559
+3,368
211
$1.07M 0.04%
9,260
-18,976
212
$1.06M 0.04%
17,844
-1,784
213
$1.05M 0.04%
25,172
-7,025
214
$1.04M 0.04%
14,598
-4,334
215
$1.02M 0.04%
16,349
-586
216
$1.02M 0.04%
15,025
-3,510
217
$1.02M 0.04%
3,622
+356
218
$1.01M 0.04%
14,531
+8,160
219
$962K 0.04%
25,850
-450
220
$935K 0.04%
8,236
-2,056
221
$920K 0.04%
38
-6
222
$911K 0.04%
74,219
-3,794
223
$896K 0.04%
17,436
+325
224
$894K 0.03%
8,884
-247
225
$869K 0.03%
6,277
-4,235
7 8
9
10 11