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
451
$5.89M 0.01%
94,480
+2,503
452
$5.88M 0.01%
250,498
+88,431
453
$5.81M 0.01%
76,088
-9,382
454
$5.8M 0.01%
67,814
-857
455
$5.79M 0.01%
367,040
-207,640
456
$5.76M 0.01%
58,054
-142,663
457
$5.75M 0.01%
62,490
-83
458
$5.65M 0.01%
22,130
+1,686
459
$5.6M 0.01%
26,597
-1,208
460
$5.58M 0.01%
56,213
-34,840
461
$5.55M 0.01%
135,478
+4,999
462
$5.52M 0.01%
27,993
-1,242
463
$5.52M 0.01%
73,012
+10,127
464
$5.49M 0.01%
85,156
+4,127
465
$5.43M 0.01%
95,850
-4,035
466
$5.42M 0.01%
103,388
-7,304
467
$5.37M 0.01%
167,333
+24,493
468
$5.34M 0.01%
167,377
-2,540
469
$5.32M 0.01%
131,160
-383
470
$5.29M 0.01%
206,673
+8,633
471
$5.28M 0.01%
27,178
+1,177
472
$5.23M 0.01%
45,673
-44
473
$5.13M 0.01%
55,297
-5,548
474
$5.11M 0.01%
106,187
+22,060
475
$5.09M 0.01%
113,352
+105,290
17 18
19
20 21