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
526
$3.99M 0.01%
180,491
-1,984
527
$3.9M 0.01%
49,295
+1,412
528
$3.88M 0.01%
35,016
-2,068
529
$3.86M 0.01%
82,180
+3,720
530
$3.82M 0.01%
62,605
-134,255
531
$3.81M 0.01%
75,716
+29,399
532
$3.74M 0.01%
20,333
-4,006
533
$3.73M 0.01%
6,832
-2,560
534
$3.72M 0.01%
9,394
-35
535
$3.72M 0.01%
+189,478
536
$3.7M 0.01%
47,414
-450
537
$3.69M 0.01%
57,582
+4,840
538
$3.68M 0.01%
39,697
+1,621
539
$3.67M 0.01%
147,401
-19,076
540
$3.67M 0.01%
141,677
+12,282
541
$3.63M 0.01%
50,688
+13,202
542
$3.61M 0.01%
166,124
+92,108
543
$3.61M 0.01%
113,730
+45,033
544
$3.57M 0.01%
152,344
+34,078
545
$3.56M 0.01%
143,063
-2,873
546
$3.56M 0.01%
71,745
-7,305
547
$3.55M 0.01%
30,716
+844
548
$3.54M ﹤0.01%
42,836
+2,320
549
$3.53M ﹤0.01%
64,854
+3,756
550
$3.52M ﹤0.01%
13,848
-32
20 21
22
23 24