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
2601
$6.32K ﹤0.01%
105
-95
2602
$6.27K ﹤0.01%
+55
2603
$6.26K ﹤0.01%
295
+124
2604
$6.21K ﹤0.01%
+430
2605
$6.17K ﹤0.01%
+329
2606
$6.16K ﹤0.01%
791
-23
2607
$6.14K ﹤0.01%
296
-180
2608
$6.09K ﹤0.01%
490
2609
$6.08K ﹤0.01%
221
+9
2610
$6.06K ﹤0.01%
112
+90
2611
$6.04K ﹤0.01%
+122
2612
$6.01K ﹤0.01%
1,467
+100
2613
$6K ﹤0.01%
109
-163
2614
$5.98K ﹤0.01%
+56
2615
$5.95K ﹤0.01%
125
2616
$5.94K ﹤0.01%
140
2617
$5.92K ﹤0.01%
222
2618
$5.9K ﹤0.01%
628
2619
$5.87K ﹤0.01%
730
-2,363
2620
$5.87K ﹤0.01%
75
2621
$5.86K ﹤0.01%
201
2622
$5.85K ﹤0.01%
+248
2623
$5.85K ﹤0.01%
98
+5
2624
$5.83K ﹤0.01%
200
2625
$5.81K ﹤0.01%
90
+63
103 104
105
106 107