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
2501
$8.47K ﹤0.01%
213
-100
2502
$8.45K ﹤0.01%
139
-17
2503
$8.45K ﹤0.01%
117
+82
2504
$8.44K ﹤0.01%
860
2505
$8.42K ﹤0.01%
145
2506
$8.38K ﹤0.01%
469
2507
$8.32K ﹤0.01%
1,450
2508
$8.32K ﹤0.01%
2,869
2509
$8.25K ﹤0.01%
2,628
2510
$8.24K ﹤0.01%
+502
2511
$8.21K ﹤0.01%
1,026
-526
2512
$8.19K ﹤0.01%
104
-6
2513
$8.18K ﹤0.01%
220
2514
$8.09K ﹤0.01%
585
2515
$8.08K ﹤0.01%
1,000
+947
2516
$8.04K ﹤0.01%
170
2517
$8.01K ﹤0.01%
74
-68
2518
$8K ﹤0.01%
+500
2519
$7.98K ﹤0.01%
+91
2520
$7.98K ﹤0.01%
10,000
2521
$7.96K ﹤0.01%
426
-574
2522
$7.96K ﹤0.01%
+3,400
2523
$7.93K ﹤0.01%
+75
2524
$7.91K ﹤0.01%
220
2525
$7.91K ﹤0.01%
231
99 100
101
102 103