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
2576
$6.85K ﹤0.01%
1,250
2577
$6.77K ﹤0.01%
+280
2578
$6.75K ﹤0.01%
+64
2579
$6.74K ﹤0.01%
180
-2,568
2580
$6.71K ﹤0.01%
225
2581
$6.69K ﹤0.01%
+375
2582
$6.66K ﹤0.01%
1,205
2583
$6.66K ﹤0.01%
400
2584
$6.63K ﹤0.01%
+200
2585
$6.62K ﹤0.01%
105
2586
$6.58K ﹤0.01%
+35
2587
$6.58K ﹤0.01%
212
-51,447
2588
$6.56K ﹤0.01%
628
+51
2589
$6.54K ﹤0.01%
235
+10
2590
$6.51K ﹤0.01%
73
-5
2591
$6.51K ﹤0.01%
704
+700
2592
$6.5K ﹤0.01%
1,248
2593
$6.48K ﹤0.01%
143
-216
2594
$6.42K ﹤0.01%
563
2595
$6.42K ﹤0.01%
93
+92
2596
$6.4K ﹤0.01%
159
+109
2597
$6.37K ﹤0.01%
1,009
2598
$6.36K ﹤0.01%
32
-2
2599
$6.34K ﹤0.01%
237
-195
2600
$6.33K ﹤0.01%
+475
102 103
104
105 106