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
251
$21.5M 0.03%
730,083
+24,548
252
$21.2M 0.03%
620,950
+2,200
253
$21.1M 0.03%
286,914
-46,297
254
$21.1M 0.03%
94,026
+2,515
255
$20.9M 0.03%
335,143
+141,603
256
$20.9M 0.03%
842,220
+179,096
257
$20.9M 0.03%
224,591
-3,533
258
$20.7M 0.03%
125,560
+16,455
259
$20.5M 0.03%
893,970
-64,729
260
$20.4M 0.03%
504,934
+68,681
261
$20.2M 0.03%
153,850
-40,750
262
$20M 0.03%
407,705
+34,235
263
$19.9M 0.03%
1,039,726
+42,185
264
$19.9M 0.03%
269,513
+14,551
265
$19.6M 0.03%
184,238
+117,075
266
$19.6M 0.03%
244,048
-198,403
267
$19M 0.03%
780,774
+286,364
268
$18.7M 0.03%
371,661
+45,563
269
$18.7M 0.03%
251,691
+406
270
$18.6M 0.03%
253,732
+124,350
271
$18.2M 0.03%
776,567
+473,746
272
$18.1M 0.03%
240,223
+147,935
273
$17.8M 0.02%
139,729
+13,332
274
$17.6M 0.02%
191,549
+70,283
275
$17.6M 0.02%
451,353
+36,138
9 10
11
12 13