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
201
$2.16M 0.04%
49,934
+9,607
202
$2.16M 0.04%
158,462
-2,127
203
$2.16M 0.04%
31,886
+247
204
$2.11M 0.04%
74,728
+26,768
205
$2.05M 0.04%
267,311
+15,083
206
$2.05M 0.04%
30,097
+1,826
207
$2M 0.04%
57,386
+2,790
208
$1.99M 0.04%
23,566
-713
209
$1.95M 0.04%
24,037
+3,085
210
$1.95M 0.04%
10,322
-125
211
$1.94M 0.04%
15,278
+2,468
212
$1.91M 0.04%
182,955
-10,687
213
$1.89M 0.04%
25,987
+4,124
214
$1.88M 0.04%
13,644
+1,142
215
$1.87M 0.04%
55,030
-9,619
216
$1.87M 0.04%
86,639
+36,639
217
$1.86M 0.04%
48,809
+59
218
$1.81M 0.04%
27,133
+1,416
219
$1.78M 0.04%
9
+2
220
$1.75M 0.04%
130,666
-4,546
221
$1.74M 0.03%
20,094
-990
222
$1.72M 0.03%
64,556
+3,489
223
$1.71M 0.03%
9,037
+329
224
$1.7M 0.03%
25,019
-3,721
225
$1.66M 0.03%
28,709
-252
7 8
9
10 11