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
2751
$3.66K ﹤0.01%
+114
2752
$3.65K ﹤0.01%
+500
2753
$3.64K ﹤0.01%
+153
2754
$3.62K ﹤0.01%
7,500
2755
$3.62K ﹤0.01%
370
-119
2756
$3.56K ﹤0.01%
+500
2757
$3.56K ﹤0.01%
110
+96
2758
$3.52K ﹤0.01%
525
-242
2759
$3.51K ﹤0.01%
151
2760
$3.5K ﹤0.01%
78
2761
$3.49K ﹤0.01%
+46
2762
$3.48K ﹤0.01%
85
+61
2763
$3.47K ﹤0.01%
100
2764
$3.44K ﹤0.01%
576
2765
$3.43K ﹤0.01%
1,575
2766
$3.42K ﹤0.01%
80
-22
2767
$3.41K ﹤0.01%
+1,000
2768
$3.39K ﹤0.01%
52
-138
2769
$3.37K ﹤0.01%
255
2770
$3.32K ﹤0.01%
2,000
2771
$3.3K ﹤0.01%
896
2772
$3.29K ﹤0.01%
90
2773
$3.25K ﹤0.01%
271
+5
2774
$3.19K ﹤0.01%
200
-104
2775
$3.17K ﹤0.01%
355
109 110
111
112 113