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
2976
$685 ﹤0.01%
+36
2977
$678 ﹤0.01%
+5
2978
$668 ﹤0.01%
120
2979
$663 ﹤0.01%
125
+56
2980
$659 ﹤0.01%
305
2981
$654 ﹤0.01%
200
2982
$652 ﹤0.01%
36
-50
2983
$649 ﹤0.01%
+230
2984
$647 ﹤0.01%
36
-2,021
2985
$640 ﹤0.01%
+10
2986
$638 ﹤0.01%
+28
2987
$637 ﹤0.01%
50
-2,101
2988
$617 ﹤0.01%
5
-10
2989
$608 ﹤0.01%
33
+10
2990
$604 ﹤0.01%
100
2991
$604 ﹤0.01%
17
-29
2992
$600 ﹤0.01%
43
2993
$590 ﹤0.01%
25
-108
2994
$580 ﹤0.01%
+12
2995
$578 ﹤0.01%
+200
2996
$570 ﹤0.01%
7
-66
2997
$570 ﹤0.01%
103
2998
$562 ﹤0.01%
202
2999
$561 ﹤0.01%
+300
3000
$556 ﹤0.01%
20
118 119
120
121 122