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
2851
$1.8K ﹤0.01%
+56
2852
$1.75K ﹤0.01%
207
2853
$1.75K ﹤0.01%
84
2854
$1.75K ﹤0.01%
260
2855
$1.74K ﹤0.01%
4
+2
2856
$1.74K ﹤0.01%
17
-14
2857
$1.74K ﹤0.01%
+100
2858
$1.74K ﹤0.01%
195
2859
$1.74K ﹤0.01%
52
-7
2860
$1.73K ﹤0.01%
453
+9
2861
$1.72K ﹤0.01%
105
+85
2862
$1.71K ﹤0.01%
43
-45
2863
$1.69K ﹤0.01%
+65
2864
$1.67K ﹤0.01%
140
2865
$1.67K ﹤0.01%
100
2866
$1.64K ﹤0.01%
400
+100
2867
$1.63K ﹤0.01%
108
+105
2868
$1.62K ﹤0.01%
44
2869
$1.62K ﹤0.01%
34
+4
2870
$1.61K ﹤0.01%
+12
2871
$1.6K ﹤0.01%
93
+91
2872
$1.58K ﹤0.01%
600
2873
$1.58K ﹤0.01%
152
-875
2874
$1.57K ﹤0.01%
85
2875
$1.54K ﹤0.01%
84
-216
113 114
115
116 117