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
3076
$244 ﹤0.01%
14
3077
$242 ﹤0.01%
73
3078
$238 ﹤0.01%
23
-75
3079
$236 ﹤0.01%
+7
3080
$234 ﹤0.01%
146
3081
$232 ﹤0.01%
20
-60
3082
$228 ﹤0.01%
+350
3083
$224 ﹤0.01%
+7
3084
$222 ﹤0.01%
+5
3085
$217 ﹤0.01%
+10
3086
$209 ﹤0.01%
66
+44
3087
$207 ﹤0.01%
106
3088
$204 ﹤0.01%
+5
3089
$201 ﹤0.01%
+5
3090
$194 ﹤0.01%
5
-59
3091
$190 ﹤0.01%
8
+6
3092
$188 ﹤0.01%
8
3093
$188 ﹤0.01%
+30
3094
$188 ﹤0.01%
+5
3095
$188 ﹤0.01%
+40
3096
$183 ﹤0.01%
+10
3097
$182 ﹤0.01%
150
-276
3098
$181 ﹤0.01%
9
+8
3099
$180 ﹤0.01%
+5
3100
$180 ﹤0.01%
+25
122 123
124
125 126