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
401
$7.45M 0.01%
83,919
+13,677
402
$7.44M 0.01%
230,666
-23,742
403
$7.43M 0.01%
202,977
+12,265
404
$7.36M 0.01%
33,041
-1,467
405
$7.29M 0.01%
179,062
+25,823
406
$7.22M 0.01%
103,515
+4,030
407
$7.17M 0.01%
265,383
+9,285
408
$7.17M 0.01%
57,483
+9,040
409
$7.13M 0.01%
38,139
-3,335
410
$7.12M 0.01%
29,234
+689
411
$7.1M 0.01%
14,175
+13,396
412
$7.07M 0.01%
567,228
+81,521
413
$7.06M 0.01%
31,247
+30,112
414
$7.03M 0.01%
29,427
+724
415
$7.02M 0.01%
49,085
-1,965
416
$7.02M 0.01%
84,624
+5,159
417
$7M 0.01%
24,376
+226
418
$6.99M 0.01%
438,192
+64,050
419
$6.96M 0.01%
145,284
+6,738
420
$6.88M 0.01%
146,704
+1,272
421
$6.85M 0.01%
114,291
+187
422
$6.85M 0.01%
36,737
-11,636
423
$6.79M 0.01%
73,071
+17,295
424
$6.78M 0.01%
85,198
+9,320
425
$6.77M 0.01%
94,468
+7,952
15 16
17
18 19