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
376
$8.39M 0.01%
118,850
+10,103
377
$8.39M 0.01%
45,000
+75
378
$8.37M 0.01%
95,199
+7,143
379
$8.28M 0.01%
94,294
+7,471
380
$8.19M 0.01%
152,762
-76,034
381
$8.17M 0.01%
18,334
+89
382
$8.15M 0.01%
6,181
-1,472
383
$8.14M 0.01%
314,627
+22,478
384
$8.13M 0.01%
28,493
+1,101
385
$8.11M 0.01%
136,210
+23,110
386
$8.06M 0.01%
103,258
-2,337
387
$8.05M 0.01%
215,468
-4,933
388
$8.03M 0.01%
162,415
-144,335
389
$7.91M 0.01%
69,046
+39,440
390
$7.88M 0.01%
147,009
+20,050
391
$7.87M 0.01%
245,400
+13,919
392
$7.87M 0.01%
230,679
-35,351
393
$7.83M 0.01%
91,534
+1,006
394
$7.82M 0.01%
126,167
+24,329
395
$7.79M 0.01%
331,205
+321,472
396
$7.79M 0.01%
206,293
+21,549
397
$7.76M 0.01%
168,599
+88,024
398
$7.58M 0.01%
159,039
+60,479
399
$7.52M 0.01%
298,678
+50,558
400
$7.48M 0.01%
221,842
+389
14 15
16
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