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
2551
$7.36K ﹤0.01%
1,822
+764
2552
$7.34K ﹤0.01%
230
-245
2553
$7.32K ﹤0.01%
500
-1,520
2554
$7.26K ﹤0.01%
208
+175
2555
$7.18K ﹤0.01%
205
-60
2556
$7.18K ﹤0.01%
581
+144
2557
$7.17K ﹤0.01%
+392
2558
$7.17K ﹤0.01%
2,780
-2,580
2559
$7.16K ﹤0.01%
715
2560
$7.16K ﹤0.01%
60
+29
2561
$7.09K ﹤0.01%
683
+10
2562
$7.07K ﹤0.01%
445
+38
2563
$7.06K ﹤0.01%
900
2564
$7.01K ﹤0.01%
503
2565
$7.01K ﹤0.01%
65
+6
2566
$6.97K ﹤0.01%
91
+11
2567
$6.97K ﹤0.01%
290
2568
$6.95K ﹤0.01%
+255
2569
$6.95K ﹤0.01%
767
-4,913
2570
$6.91K ﹤0.01%
+1,332
2571
$6.91K ﹤0.01%
336
-10
2572
$6.9K ﹤0.01%
497
+331
2573
$6.89K ﹤0.01%
47
+5
2574
$6.89K ﹤0.01%
+232
2575
$6.87K ﹤0.01%
655
101 102
103
104 105