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
2776
$3.17K ﹤0.01%
100
+90
2777
$3.16K ﹤0.01%
395
+268
2778
$3.13K ﹤0.01%
+28
2779
$3.12K ﹤0.01%
56
-35
2780
$3.11K ﹤0.01%
825
2781
$3.1K ﹤0.01%
181
-502
2782
$3.07K ﹤0.01%
340
2783
$3.04K ﹤0.01%
373
+8
2784
$3.03K ﹤0.01%
320
-181
2785
$2.97K ﹤0.01%
80
2786
$2.92K ﹤0.01%
381
+49
2787
$2.91K ﹤0.01%
+123
2788
$2.9K ﹤0.01%
+67
2789
$2.9K ﹤0.01%
289
-3
2790
$2.9K ﹤0.01%
+99
2791
$2.9K ﹤0.01%
235
+5
2792
$2.88K ﹤0.01%
+1,000
2793
$2.87K ﹤0.01%
62
-5
2794
$2.86K ﹤0.01%
+133
2795
$2.86K ﹤0.01%
65
-70
2796
$2.85K ﹤0.01%
182
+4
2797
$2.82K ﹤0.01%
125
2798
$2.8K ﹤0.01%
80
2799
$2.8K ﹤0.01%
304
2800
$2.79K ﹤0.01%
+56
110 111
112
113 114