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
3151
$104 ﹤0.01%
+5
3152
$102 ﹤0.01%
120
+20
3153
$97 ﹤0.01%
+5
3154
$97 ﹤0.01%
2
+1
3155
$96 ﹤0.01%
16
3156
$95 ﹤0.01%
+15
3157
$92 ﹤0.01%
+15
3158
$92 ﹤0.01%
+31
3159
$92 ﹤0.01%
+35
3160
$91 ﹤0.01%
2
-398
3161
$86 ﹤0.01%
+200
3162
$85 ﹤0.01%
5
+1
3163
$85 ﹤0.01%
+100
3164
$82 ﹤0.01%
+10
3165
$79 ﹤0.01%
48
3166
$79 ﹤0.01%
+5
3167
$78 ﹤0.01%
+5
3168
$78 ﹤0.01%
20
+10
3169
$77 ﹤0.01%
+10
3170
$77 ﹤0.01%
+10
3171
$76 ﹤0.01%
+5
3172
$76 ﹤0.01%
101
+1
3173
$75 ﹤0.01%
+5
3174
$75 ﹤0.01%
+5
3175
$75 ﹤0.01%
+5
125 126
127
128 129