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
2526
$7.89K ﹤0.01%
400
2527
$7.85K ﹤0.01%
86
2528
$7.82K ﹤0.01%
405
+240
2529
$7.81K ﹤0.01%
+63
2530
$7.81K ﹤0.01%
+266
2531
$7.79K ﹤0.01%
356
-80
2532
$7.78K ﹤0.01%
3
2533
$7.72K ﹤0.01%
+277
2534
$7.71K ﹤0.01%
785
+25
2535
$7.68K ﹤0.01%
372
+216
2536
$7.66K ﹤0.01%
674
-2,018
2537
$7.65K ﹤0.01%
+116
2538
$7.6K ﹤0.01%
64
+44
2539
$7.58K ﹤0.01%
76
+17
2540
$7.57K ﹤0.01%
150
2541
$7.52K ﹤0.01%
66
+53
2542
$7.5K ﹤0.01%
187
2543
$7.48K ﹤0.01%
29
+19
2544
$7.47K ﹤0.01%
294
2545
$7.45K ﹤0.01%
1,310
-4
2546
$7.44K ﹤0.01%
22
2547
$7.43K ﹤0.01%
+335
2548
$7.4K ﹤0.01%
1,376
+1
2549
$7.39K ﹤0.01%
128
2550
$7.37K ﹤0.01%
209
+15
100 101
102
103 104