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
2926
$1.04K ﹤0.01%
13
+3
2927
$1.04K ﹤0.01%
+50
2928
$1.04K ﹤0.01%
+23
2929
$1.03K ﹤0.01%
104
2930
$1.03K ﹤0.01%
43
+38
2931
$1.02K ﹤0.01%
+50
2932
$1.02K ﹤0.01%
34
-71
2933
$1.01K ﹤0.01%
107
2934
$1.01K ﹤0.01%
43
2935
$1K ﹤0.01%
+59
2936
$997 ﹤0.01%
195
+185
2937
$994 ﹤0.01%
74
+54
2938
$981 ﹤0.01%
+100
2939
$980 ﹤0.01%
70
2940
$955 ﹤0.01%
292
2941
$954 ﹤0.01%
571
2942
$949 ﹤0.01%
47
+5
2943
$927 ﹤0.01%
+7
2944
$913 ﹤0.01%
25
-246
2945
$897 ﹤0.01%
94
2946
$891 ﹤0.01%
25
-62
2947
$890 ﹤0.01%
+12
2948
$890 ﹤0.01%
7
-620
2949
$861 ﹤0.01%
13
+2
2950
$851 ﹤0.01%
5
+2
116 117
118
119 120