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
2826
$2.34K ﹤0.01%
300
2827
$2.31K ﹤0.01%
46
-91
2828
$2.31K ﹤0.01%
+100
2829
$2.3K ﹤0.01%
580
2830
$2.29K ﹤0.01%
+300
2831
$2.26K ﹤0.01%
+75
2832
$2.26K ﹤0.01%
132
+131
2833
$2.25K ﹤0.01%
+140
2834
$2.22K ﹤0.01%
255
+150
2835
$2.18K ﹤0.01%
+50
2836
$2.17K ﹤0.01%
+97
2837
$2.11K ﹤0.01%
150
-105
2838
$2.1K ﹤0.01%
58
+14
2839
$2.08K ﹤0.01%
+395
2840
$2.07K ﹤0.01%
+34
2841
$2.06K ﹤0.01%
31
2842
$2.03K ﹤0.01%
1,000
2843
$1.97K ﹤0.01%
113
2844
$1.97K ﹤0.01%
35
-83
2845
$1.93K ﹤0.01%
93
2846
$1.92K ﹤0.01%
76
2847
$1.91K ﹤0.01%
315
2848
$1.87K ﹤0.01%
+80
2849
$1.83K ﹤0.01%
+210
2850
$1.82K ﹤0.01%
1,000
112 113
114
115 116