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
2701
$4.44K ﹤0.01%
3,106
2702
$4.42K ﹤0.01%
207
+157
2703
$4.42K ﹤0.01%
150
-21
2704
$4.42K ﹤0.01%
99
-271
2705
$4.41K ﹤0.01%
453
2706
$4.4K ﹤0.01%
115
+3
2707
$4.39K ﹤0.01%
+134
2708
$4.37K ﹤0.01%
115
2709
$4.34K ﹤0.01%
2,000
2710
$4.27K ﹤0.01%
93
-24
2711
$4.27K ﹤0.01%
410
-995
2712
$4.25K ﹤0.01%
+220
2713
$4.25K ﹤0.01%
+100
2714
$4.22K ﹤0.01%
300
2715
$4.21K ﹤0.01%
294
+2
2716
$4.18K ﹤0.01%
+55
2717
$4.17K ﹤0.01%
834
+86
2718
$4.17K ﹤0.01%
154
-73
2719
$4.15K ﹤0.01%
+200
2720
$4.15K ﹤0.01%
116
-142
2721
$4.13K ﹤0.01%
50
-550
2722
$4.12K ﹤0.01%
109
-1
2723
$4.04K ﹤0.01%
500
2724
$4.02K ﹤0.01%
633
+85
2725
$4K ﹤0.01%
144
107 108
109
110 111