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
276
$17.3M 0.02%
277,385
-55,931
277
$17.3M 0.02%
4,021,138
+4,013,967
278
$17.2M 0.02%
279,956
+27,989
279
$17M 0.02%
193,182
+20,131
280
$16.9M 0.02%
495,185
+311,419
281
$16.6M 0.02%
816,443
+114,406
282
$16.5M 0.02%
180,414
-4,842
283
$16.3M 0.02%
332,390
-24,674
284
$16M 0.02%
673,857
-47,708
285
$15.9M 0.02%
662,386
+234,478
286
$15.5M 0.02%
280,740
-58,153
287
$15.4M 0.02%
150,927
+30
288
$15.4M 0.02%
625,687
+163,473
289
$15.3M 0.02%
113,229
+14,591
290
$15.1M 0.02%
388,369
+14,602
291
$14.8M 0.02%
76,503
+6,833
292
$14.8M 0.02%
152,938
-2,880
293
$14.8M 0.02%
72,370
+23,908
294
$14.6M 0.02%
370,312
+20,435
295
$14.5M 0.02%
208,742
-3,109
296
$14.5M 0.02%
644,551
-46,603
297
$14.3M 0.02%
413,230
-18,760
298
$14.2M 0.02%
528,872
-8,386
299
$14.2M 0.02%
299,066
+14,694
300
$14.1M 0.02%
122,203
+10,759
10 11
12
13 14