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
2901
$1.25K ﹤0.01%
+500
2902
$1.23K ﹤0.01%
28
2903
$1.22K ﹤0.01%
21
+19
2904
$1.22K ﹤0.01%
500
2905
$1.21K ﹤0.01%
39
+18
2906
$1.2K ﹤0.01%
108
-33
2907
$1.2K ﹤0.01%
+24
2908
$1.19K ﹤0.01%
+13
2909
$1.19K ﹤0.01%
+51
2910
$1.18K ﹤0.01%
+15
2911
$1.18K ﹤0.01%
400
2912
$1.17K ﹤0.01%
21
-92
2913
$1.16K ﹤0.01%
75
-1,000
2914
$1.15K ﹤0.01%
14
-2
2915
$1.15K ﹤0.01%
4,808
-14,000
2916
$1.14K ﹤0.01%
100
2917
$1.13K ﹤0.01%
33
-2
2918
$1.1K ﹤0.01%
+33
2919
$1.1K ﹤0.01%
+65
2920
$1.09K ﹤0.01%
+60
2921
$1.09K ﹤0.01%
1,000
2922
$1.09K ﹤0.01%
+1,000
2923
$1.08K ﹤0.01%
5
-4
2924
$1.07K ﹤0.01%
+18
2925
$1.07K ﹤0.01%
312
115 116
117
118 119