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
3051
$337 ﹤0.01%
14
-217
3052
$333 ﹤0.01%
6
3053
$332 ﹤0.01%
20
+11
3054
$328 ﹤0.01%
164
3055
$326 ﹤0.01%
25
-604
3056
$319 ﹤0.01%
8
3057
$316 ﹤0.01%
36
+35
3058
$315 ﹤0.01%
+5
3059
$309 ﹤0.01%
193
+175
3060
$295 ﹤0.01%
+15
3061
$294 ﹤0.01%
+10
3062
$291 ﹤0.01%
+10
3063
$291 ﹤0.01%
42
-1,210
3064
$290 ﹤0.01%
14
-1
3065
$287 ﹤0.01%
13
+3
3066
$286 ﹤0.01%
+10
3067
$279 ﹤0.01%
1
3068
$273 ﹤0.01%
5
+3
3069
$267 ﹤0.01%
+503
3070
$261 ﹤0.01%
87
3071
$258 ﹤0.01%
191
+119
3072
$256 ﹤0.01%
40
3073
$254 ﹤0.01%
+17
3074
$254 ﹤0.01%
+100
3075
$248 ﹤0.01%
162
121 122
123
124 125