Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$299M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,714
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$17.4M
3
+$12.3M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$10.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$8.4M

Top Sells

1
+$5.24M
2
+$4.08M
3
+$3.91M
4
IP icon
International Paper
IP
+$3.79M
5
ABT icon
Abbott
ABT
+$3.76M

Sector Composition

1 Healthcare 4.39%
2 Technology 3.92%
3 Industrials 3.83%
4 Energy 3.24%
5 Consumer Staples 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$160M 7.26%
859,989
+94,724
2
$131M 5.93%
706,850
+94,282
3
$63.6M 2.89%
947,507
+83,062
4
$61.6M 2.8%
1,047,694
+142,858
5
$59.6M 2.71%
1,448,863
+104,882
6
$58.7M 2.67%
909,565
+61,376
7
$53.5M 2.43%
1,282,956
+294,544
8
$52M 2.37%
473,033
+29,898
9
$50.6M 2.3%
1,890,715
+236,395
10
$45.9M 2.09%
444,940
+24,673
11
$43.7M 1.98%
545,440
+35,193
12
$37.9M 1.72%
474,608
+75,667
13
$37.2M 1.69%
494,948
+46,284
14
$36.6M 1.67%
994,933
+34,810
15
$30.1M 1.37%
290,123
+75,781
16
$29.6M 1.34%
482,317
+27,130
17
$27.3M 1.24%
256,173
+100,736
18
$25.5M 1.16%
1,275,092
+34,972
19
$25.4M 1.15%
260,558
+8,678
20
$25.1M 1.14%
285,205
+36,619
21
$25.1M 1.14%
328,061
+29,120
22
$25M 1.14%
227,801
+8,733
23
$24.9M 1.13%
488,424
-76,712
24
$23M 1.04%
321,673
+14,913
25
$22M 1%
240,288
+38,457
1
2 3 4 5