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
551
$3.5M ﹤0.01%
59,957
-3,841
552
$3.49M ﹤0.01%
15,774
+376
553
$3.49M ﹤0.01%
81,541
-142,633
554
$3.48M ﹤0.01%
32,995
-67,774
555
$3.47M ﹤0.01%
56,050
+10,435
556
$3.45M ﹤0.01%
129,740
+38,063
557
$3.44M ﹤0.01%
10,562
+171
558
$3.44M ﹤0.01%
43,156
+1,373
559
$3.43M ﹤0.01%
23,542
-286
560
$3.41M ﹤0.01%
67,374
+3,655
561
$3.41M ﹤0.01%
36,746
+9,026
562
$3.4M ﹤0.01%
46,456
+2,936
563
$3.39M ﹤0.01%
132,871
+62,987
564
$3.35M ﹤0.01%
88,182
+9,222
565
$3.35M ﹤0.01%
88,265
+1,735
566
$3.32M ﹤0.01%
287,593
+55,900
567
$3.28M ﹤0.01%
4,552
+361
568
$3.25M ﹤0.01%
20,314
+957
569
$3.25M ﹤0.01%
32,059
-2,474
570
$3.24M ﹤0.01%
77,404
+1,491
571
$3.23M ﹤0.01%
170,807
+5,364
572
$3.23M ﹤0.01%
85,514
-1,300
573
$3.23M ﹤0.01%
38,986
+469
574
$3.21M ﹤0.01%
130,990
-45,110
575
$3.21M ﹤0.01%
62,514
+5,225
21 22
23
24 25