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
2626
$5.78K ﹤0.01%
+230
2627
$5.74K ﹤0.01%
184
-123
2628
$5.73K ﹤0.01%
882
+43
2629
$5.73K ﹤0.01%
150
-141
2630
$5.72K ﹤0.01%
35
-448
2631
$5.72K ﹤0.01%
528
-2,755
2632
$5.71K ﹤0.01%
30
2633
$5.67K ﹤0.01%
1,001
2634
$5.65K ﹤0.01%
710
-4,231
2635
$5.63K ﹤0.01%
493
+3
2636
$5.61K ﹤0.01%
269
+78
2637
$5.57K ﹤0.01%
35
-142
2638
$5.56K ﹤0.01%
+131
2639
$5.56K ﹤0.01%
206
-544
2640
$5.55K ﹤0.01%
75
-58
2641
$5.5K ﹤0.01%
+77
2642
$5.47K ﹤0.01%
40
-69
2643
$5.47K ﹤0.01%
640
2644
$5.43K ﹤0.01%
236
+141
2645
$5.43K ﹤0.01%
+150
2646
$5.41K ﹤0.01%
665
-7,276
2647
$5.36K ﹤0.01%
274
+9
2648
$5.33K ﹤0.01%
677
2649
$5.3K ﹤0.01%
+204
2650
$5.29K ﹤0.01%
320
-90
104 105
106
107 108