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
2801
$2.78K ﹤0.01%
+65
2802
$2.76K ﹤0.01%
170
2803
$2.72K ﹤0.01%
35
-48
2804
$2.69K ﹤0.01%
450
2805
$2.68K ﹤0.01%
+334
2806
$2.65K ﹤0.01%
+253
2807
$2.61K ﹤0.01%
127
+45
2808
$2.59K ﹤0.01%
225
2809
$2.59K ﹤0.01%
+28
2810
$2.58K ﹤0.01%
1,152
-8,518
2811
$2.54K ﹤0.01%
105
2812
$2.53K ﹤0.01%
+54
2813
$2.53K ﹤0.01%
46
2814
$2.53K ﹤0.01%
+167
2815
$2.52K ﹤0.01%
+123
2816
$2.52K ﹤0.01%
101
+68
2817
$2.51K ﹤0.01%
52
2818
$2.49K ﹤0.01%
61
-12
2819
$2.46K ﹤0.01%
+154
2820
$2.45K ﹤0.01%
72
2821
$2.45K ﹤0.01%
464
-3,183
2822
$2.42K ﹤0.01%
90
-58
2823
$2.4K ﹤0.01%
+2,000
2824
$2.39K ﹤0.01%
1,231
+228
2825
$2.36K ﹤0.01%
95
-679
111 112
113
114 115