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
426
$6.76M 0.01%
305,461
+58,860
427
$6.5M 0.01%
147,623
+72
428
$6.47M 0.01%
74,263
-1,421
429
$6.46M 0.01%
254,170
+24,817
430
$6.44M 0.01%
270,295
+52,414
431
$6.41M 0.01%
42,466
+2,736
432
$6.4M 0.01%
79,306
+2,632
433
$6.39M 0.01%
47,585
+3,270
434
$6.35M 0.01%
115,743
+21,721
435
$6.34M 0.01%
120,998
+49,281
436
$6.31M 0.01%
29,743
-16
437
$6.25M 0.01%
79,720
+7,309
438
$6.22M 0.01%
172,675
439
$6.14M 0.01%
32,204
-797
440
$6.11M 0.01%
485,305
-12,417
441
$6.09M 0.01%
121,131
+19,636
442
$6.09M 0.01%
144,251
+6,304
443
$6.08M 0.01%
17,107
+2,640
444
$6.07M 0.01%
201,951
+5,977
445
$6.05M 0.01%
13
+2
446
$5.98M 0.01%
38,788
+1,830
447
$5.97M 0.01%
94,320
+6,526
448
$5.94M 0.01%
19,545
-814
449
$5.93M 0.01%
251,149
+13,367
450
$5.93M 0.01%
117,807
-7,401
16 17
18
19 20