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
501
$4.62M 0.01%
27,751
-598
502
$4.61M 0.01%
171,090
-3,444
503
$4.58M 0.01%
68,917
-9,987
504
$4.52M 0.01%
105,752
+75,952
505
$4.5M 0.01%
15,323
+4,659
506
$4.49M 0.01%
26,198
+2,908
507
$4.43M 0.01%
73,355
+3,948
508
$4.41M 0.01%
24,352
-166
509
$4.41M 0.01%
63,469
+6,388
510
$4.36M 0.01%
174,087
-30,579
511
$4.35M 0.01%
34,256
-457
512
$4.34M 0.01%
17,622
+913
513
$4.33M 0.01%
93,114
+3,822
514
$4.33M 0.01%
50,447
+3,052
515
$4.28M 0.01%
82,410
+1,318
516
$4.27M 0.01%
102,950
+4,219
517
$4.19M 0.01%
53,918
-1,305
518
$4.13M 0.01%
63,789
-10,432
519
$4.11M 0.01%
53,944
-39,210
520
$4.08M 0.01%
73,735
-5,371
521
$4.08M 0.01%
35,567
-4,017
522
$4.08M 0.01%
78,145
+8,211
523
$4.08M 0.01%
27,563
+3,893
524
$4.04M 0.01%
103,107
+4
525
$4.03M 0.01%
19,171
+3,248
19 20
21
22 23