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
$71.6B
AUM Growth
+$5.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,686
New
Increased
Reduced
Closed

Top Buys

1
+$727M
2
+$209M
3
+$185M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$178M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$156M

Top Sells

1
+$389M
2
+$175M
3
+$110M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$69.6M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$53.5M

Sector Composition

1 Technology 2.86%
2 Financials 1.32%
3 Healthcare 1.19%
4 Consumer Discretionary 1.14%
5 Industrials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26.9M 0.04%
192,878
+6,174
227
$26.9M 0.04%
348,450
-4,457
228
$26.9M 0.04%
513,682
+8,907
229
$26.6M 0.04%
938,123
+168,133
230
$25.9M 0.04%
273,050
+245,585
231
$25.8M 0.04%
757,406
+17,803
232
$25.7M 0.04%
227,371
-9,334
233
$25.6M 0.04%
157,024
-109
234
$25.6M 0.04%
210,201
+208,428
235
$25.2M 0.04%
53,325
-1,530
236
$25.2M 0.04%
88,193
+376
237
$25M 0.03%
294,718
+86,502
238
$24.3M 0.03%
172,849
-717
239
$24M 0.03%
469,747
+56,843
240
$23.4M 0.03%
742,319
+455,543
241
$23.3M 0.03%
373,225
-378,163
242
$22.8M 0.03%
322,290
-4,624
243
$22.8M 0.03%
157,347
+5,103
244
$22.8M 0.03%
796,045
-685,178
245
$22.8M 0.03%
354,690
+12,040
246
$22.7M 0.03%
575,286
-136,653
247
$22.6M 0.03%
592,769
+24,264
248
$21.9M 0.03%
329,400
+258,696
249
$21.8M 0.03%
708,845
+106,500
250
$21.8M 0.03%
279,450
-53,605
8 9
10
11 12