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
26
$452M 0.63%
1,568,839
+42,855
27
$439M 0.61%
3,035,758
+641,857
28
$437M 0.61%
9,308,734
+733,631
29
$411M 0.57%
1,092,694
-8,564
30
$400M 0.56%
5,210,499
+227,346
31
$378M 0.53%
1,515,003
-121,772
32
$341M 0.48%
13,763,363
+71,295
33
$310M 0.43%
1,375,297
-487,886
34
$295M 0.41%
2,858,941
+292,908
35
$292M 0.41%
6,069,851
+254,304
36
$272M 0.38%
1,435,442
-91,930
37
$246M 0.34%
2,477,240
+1,315,794
38
$228M 0.32%
6,479,255
-420,517
39
$223M 0.31%
3,063,902
+42,744
40
$222M 0.31%
2,414,979
+206,545
41
$212M 0.3%
462,392
+16,726
42
$211M 0.29%
2,035,488
-109,488
43
$203M 0.28%
1,317,789
+106,046
44
$200M 0.28%
12,410,028
-431,313
45
$184M 0.26%
6,619,470
-407,040
46
$182M 0.25%
890,549
+7,181
47
$175M 0.24%
3,743,494
+374,367
48
$170M 0.24%
2,425,071
-84,765
49
$163M 0.23%
666,323
-6,950
50
$156M 0.22%
2,050,423
+76,162
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