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
3176
$74 ﹤0.01%
+5
3177
$71 ﹤0.01%
+5
3178
$69 ﹤0.01%
2
3179
$69 ﹤0.01%
+5
3180
$69 ﹤0.01%
3
-355
3181
$66 ﹤0.01%
+5
3182
$65 ﹤0.01%
20
3183
$63 ﹤0.01%
+15
3184
$63 ﹤0.01%
+5
3185
$60 ﹤0.01%
1
3186
$58 ﹤0.01%
+10
3187
$57 ﹤0.01%
5
-744
3188
$56 ﹤0.01%
+5
3189
$55 ﹤0.01%
25
3190
$49 ﹤0.01%
5
-7
3191
$49 ﹤0.01%
+5
3192
$46 ﹤0.01%
+5
3193
$41 ﹤0.01%
1
3194
$39 ﹤0.01%
+35
3195
$38 ﹤0.01%
1
3196
$37 ﹤0.01%
3
-35
3197
$35 ﹤0.01%
+40
3198
$35 ﹤0.01%
+5
3199
$35 ﹤0.01%
+2
3200
$35 ﹤0.01%
+5
126 127
128
129 130