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
576
$3.17M ﹤0.01%
40,364
+3,448
577
$3.17M ﹤0.01%
8,716
-5,073
578
$3.17M ﹤0.01%
47,503
+5,902
579
$3.17M ﹤0.01%
44,537
-367
580
$3.13M ﹤0.01%
47,363
-33,373
581
$3.12M ﹤0.01%
96,354
+75,459
582
$3.09M ﹤0.01%
26,257
-2,879
583
$3.08M ﹤0.01%
49,760
+6,652
584
$3.07M ﹤0.01%
244,739
+56,655
585
$3.06M ﹤0.01%
79,246
+1,856
586
$3.04M ﹤0.01%
9,662
+122
587
$3.03M ﹤0.01%
422,414
-3,685
588
$3.01M ﹤0.01%
8,946
-1,026
589
$2.99M ﹤0.01%
59,366
-49,405
590
$2.99M ﹤0.01%
44,758
-185
591
$2.98M ﹤0.01%
35,522
-35,349
592
$2.98M ﹤0.01%
3,626
-241
593
$2.93M ﹤0.01%
83,987
-1,485
594
$2.92M ﹤0.01%
32,008
-58,371
595
$2.9M ﹤0.01%
108,636
+4,772
596
$2.86M ﹤0.01%
54,724
-6,469
597
$2.85M ﹤0.01%
33,261
-15,544
598
$2.85M ﹤0.01%
256,411
-112,113
599
$2.85M ﹤0.01%
25,205
+2,414
600
$2.84M ﹤0.01%
71,311
+50,506
22 23
24
25 26