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
2676
$4.91K ﹤0.01%
389
2677
$4.88K ﹤0.01%
182
+137
2678
$4.86K ﹤0.01%
73
+17
2679
$4.85K ﹤0.01%
+189
2680
$4.84K ﹤0.01%
79
2681
$4.84K ﹤0.01%
124,170
2682
$4.84K ﹤0.01%
248
2683
$4.84K ﹤0.01%
142
2684
$4.82K ﹤0.01%
+117
2685
$4.82K ﹤0.01%
+1,600
2686
$4.68K ﹤0.01%
88
2687
$4.66K ﹤0.01%
1,107
+129
2688
$4.65K ﹤0.01%
148
2689
$4.64K ﹤0.01%
700
2690
$4.63K ﹤0.01%
121
+5
2691
$4.62K ﹤0.01%
323
+112
2692
$4.61K ﹤0.01%
+75
2693
$4.6K ﹤0.01%
900
2694
$4.56K ﹤0.01%
184
2695
$4.54K ﹤0.01%
+90
2696
$4.54K ﹤0.01%
175
-49
2697
$4.53K ﹤0.01%
737
2698
$4.52K ﹤0.01%
46
-213
2699
$4.49K ﹤0.01%
288
2700
$4.48K ﹤0.01%
71
-3
106 107
108
109 110