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
351
$9.89M 0.01%
216,061
+73,482
352
$9.89M 0.01%
21,425
+2,252
353
$9.85M 0.01%
205,780
+170,626
354
$9.73M 0.01%
46,287
+42,954
355
$9.58M 0.01%
166,600
+18,454
356
$9.49M 0.01%
299,999
+84,385
357
$9.48M 0.01%
117,604
+8,310
358
$9.44M 0.01%
515,592
+47,085
359
$9.41M 0.01%
404,933
-93,468
360
$9.39M 0.01%
41,126
-2,235
361
$9.35M 0.01%
20,114
+526
362
$9.27M 0.01%
134,583
+9,157
363
$9.2M 0.01%
45,442
+10,115
364
$9.18M 0.01%
256,618
+241,370
365
$9.16M 0.01%
53,448
+1,075
366
$8.91M 0.01%
129,587
+2,943
367
$8.88M 0.01%
176,677
-22,993
368
$8.66M 0.01%
120,176
+3,781
369
$8.65M 0.01%
37,857
-7,677
370
$8.63M 0.01%
+328,161
371
$8.54M 0.01%
112,473
+1,063
372
$8.53M 0.01%
250,812
-21,908
373
$8.45M 0.01%
234,288
+48,128
374
$8.44M 0.01%
44,062
+34,091
375
$8.4M 0.01%
95,650
-19,029
13 14
15
16 17