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
2951
$832 ﹤0.01%
325
+225
2952
$817 ﹤0.01%
5
2953
$817 ﹤0.01%
10
-161
2954
$814 ﹤0.01%
46
2955
$808 ﹤0.01%
+23
2956
$806 ﹤0.01%
+150
2957
$806 ﹤0.01%
+375
2958
$801 ﹤0.01%
300
2959
$799 ﹤0.01%
30
2960
$794 ﹤0.01%
21
-74
2961
$784 ﹤0.01%
+5
2962
$781 ﹤0.01%
+9
2963
$778 ﹤0.01%
14
-262
2964
$777 ﹤0.01%
152
2965
$776 ﹤0.01%
70
-2,930
2966
$770 ﹤0.01%
10
-5
2967
$745 ﹤0.01%
50
2968
$739 ﹤0.01%
20
2969
$728 ﹤0.01%
+24
2970
$728 ﹤0.01%
1,107
+1,057
2971
$720 ﹤0.01%
600
-1,130
2972
$713 ﹤0.01%
68
2973
$702 ﹤0.01%
90
+45
2974
$702 ﹤0.01%
26
-338
2975
$695 ﹤0.01%
+8
117 118
119
120 121