Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$720M
2
+$213M
3
+$183M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$175M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$155M

Top Sells

1
+$380M
2
+$174M
3
+$107M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$69.5M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$52.2M

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
2876
$1.54K ﹤0.01%
130
+119
2877
$1.53K ﹤0.01%
+43
2878
$1.51K ﹤0.01%
1,000
2879
$1.5K ﹤0.01%
50
-250
2880
$1.47K ﹤0.01%
340
2881
$1.47K ﹤0.01%
20
2882
$1.47K ﹤0.01%
+200
2883
$1.4K ﹤0.01%
+50
2884
$1.38K ﹤0.01%
179
2885
$1.38K ﹤0.01%
+45
2886
$1.37K ﹤0.01%
+17
2887
$1.36K ﹤0.01%
+115
2888
$1.35K ﹤0.01%
+18
2889
$1.35K ﹤0.01%
+800
2890
$1.35K ﹤0.01%
4
2891
$1.34K ﹤0.01%
13
2892
$1.34K ﹤0.01%
+400
2893
$1.34K ﹤0.01%
131
+73
2894
$1.32K ﹤0.01%
50
2895
$1.3K ﹤0.01%
91
-134
2896
$1.28K ﹤0.01%
4
2897
$1.27K ﹤0.01%
+50
2898
$1.27K ﹤0.01%
40
-33
2899
$1.27K ﹤0.01%
+14
2900
$1.25K ﹤0.01%
20
+11
114 115
116
117 118