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
301
$14M 0.02%
725,115
+64,885
302
$13.9M 0.02%
230,635
+12,262
303
$13.9M 0.02%
585,686
-1,508,208
304
$13.8M 0.02%
58,419
-2,966
305
$13.8M 0.02%
142,557
+7,915
306
$13.7M 0.02%
263,844
307
$13.4M 0.02%
354,954
+51,595
308
$13.3M 0.02%
519,592
+147,780
309
$13M 0.02%
316,494
+296,932
310
$12.9M 0.02%
185,015
+14,875
311
$12.8M 0.02%
160,783
+115,823
312
$12.6M 0.02%
527,168
+229,546
313
$12.6M 0.02%
52,160
-2,611
314
$12.6M 0.02%
305,726
+9,070
315
$12.4M 0.02%
83,466
-885
316
$12M 0.02%
141,492
+3,630
317
$11.9M 0.02%
72,148
-1,921
318
$11.9M 0.02%
86,825
+4,638
319
$11.9M 0.02%
432,858
-7,450
320
$11.9M 0.02%
271,106
-453,777
321
$11.9M 0.02%
265,667
+10,890
322
$11.8M 0.02%
85,102
+4,672
323
$11.8M 0.02%
345,884
+34,553
324
$11.7M 0.02%
203,698
+19,225
325
$11.7M 0.02%
58,310
+368
11 12
13
14 15