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
2726
$3.98K ﹤0.01%
242
-1,359
2727
$3.98K ﹤0.01%
+120
2728
$3.94K ﹤0.01%
500
2729
$3.92K ﹤0.01%
204
+2
2730
$3.88K ﹤0.01%
4,364
-1,535
2731
$3.88K ﹤0.01%
105
+5
2732
$3.88K ﹤0.01%
+34
2733
$3.86K ﹤0.01%
+133
2734
$3.85K ﹤0.01%
68
2735
$3.84K ﹤0.01%
27
2736
$3.8K ﹤0.01%
+1,000
2737
$3.79K ﹤0.01%
250
2738
$3.78K ﹤0.01%
28
2739
$3.77K ﹤0.01%
99
-278
2740
$3.77K ﹤0.01%
400
2741
$3.77K ﹤0.01%
103
2742
$3.77K ﹤0.01%
+88
2743
$3.77K ﹤0.01%
270
+25
2744
$3.76K ﹤0.01%
490
2745
$3.72K ﹤0.01%
234
+5
2746
$3.72K ﹤0.01%
263
2747
$3.71K ﹤0.01%
+94
2748
$3.7K ﹤0.01%
200
-58
2749
$3.69K ﹤0.01%
540
2750
$3.69K ﹤0.01%
100
108 109
110
111 112