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
$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
1
$380M 7.58%
1,864,345
+152,094
2
$263M 5.25%
1,284,233
+276,407
3
$213M 4.25%
5,802,359
+1,197,057
4
$182M 3.62%
6,515,355
+1,378,450
5
$159M 3.17%
1,993,474
+202,827
6
$137M 2.73%
2,482,668
+392,956
7
$135M 2.69%
1,668,465
+214,920
8
$129M 2.57%
3,942,028
+807,912
9
$123M 2.46%
2,095,904
+113,823
10
$95.9M 1.91%
1,923,341
+278,505
11
$89.7M 1.79%
802,171
+77,105
12
$83.8M 1.67%
1,052,703
+145,048
13
$81.9M 1.64%
2,109,143
+119,812
14
$72.2M 1.44%
601,172
+15,176
15
$70.2M 1.4%
633,854
-23,397
16
$68.3M 1.36%
602,598
+12,184
17
$66.3M 1.32%
614,163
+43,704
18
$54.5M 1.09%
515,752
+114,170
19
$54M 1.08%
2,053,808
+124,480
20
$51.8M 1.03%
675,794
+49,999
21
$48.1M 0.96%
619,110
-4,661
22
$47.6M 0.95%
478,652
+7,516
23
$47.1M 0.94%
577,588
+68,934
24
$46.5M 0.93%
1,443,852
+893,436
25
$46.3M 0.92%
406,133
+41,369