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
476
$5.06M 0.01%
19,816
-1,335
477
$5.05M 0.01%
66,521
-3,276
478
$5.04M 0.01%
135,558
-3,689
479
$4.97M 0.01%
36,873
-3,475
480
$4.97M 0.01%
122,675
+56,774
481
$4.94M 0.01%
19,577
+277
482
$4.94M 0.01%
193,889
+16,548
483
$4.94M 0.01%
15,663
-738
484
$4.93M 0.01%
189,358
-33,478
485
$4.93M 0.01%
151,609
-254,247
486
$4.92M 0.01%
87,955
-878
487
$4.92M 0.01%
138,203
+12,984
488
$4.92M 0.01%
110,626
+24,800
489
$4.9M 0.01%
183,713
+27,246
490
$4.9M 0.01%
96,859
+19,535
491
$4.89M 0.01%
88,348
-199,562
492
$4.84M 0.01%
53,119
+5,915
493
$4.84M 0.01%
67,385
+523
494
$4.78M 0.01%
42,653
-1,003
495
$4.76M 0.01%
36,849
-3,565
496
$4.7M 0.01%
123,193
-4,841
497
$4.7M 0.01%
51,609
+1,640
498
$4.69M 0.01%
55,130
-3,693
499
$4.68M 0.01%
+157,936
500
$4.64M 0.01%
84,823
-570
18 19
20
21 22