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
601
$2.84M ﹤0.01%
6,448
-30
602
$2.83M ﹤0.01%
7,316
+465
603
$2.82M ﹤0.01%
80,062
+2,083
604
$2.81M ﹤0.01%
47,612
-6,864
605
$2.8M ﹤0.01%
51,154
-844
606
$2.78M ﹤0.01%
21,065
-1,014
607
$2.75M ﹤0.01%
94,340
+2,180
608
$2.75M ﹤0.01%
157,097
-6,353
609
$2.71M ﹤0.01%
1,022
+10
610
$2.7M ﹤0.01%
39,894
+2,535
611
$2.69M ﹤0.01%
90,845
+1,161
612
$2.68M ﹤0.01%
75,484
+4,149
613
$2.67M ﹤0.01%
8,715
+527
614
$2.65M ﹤0.01%
35,980
+3,015
615
$2.62M ﹤0.01%
147,623
+130,183
616
$2.62M ﹤0.01%
9,153
+1,411
617
$2.61M ﹤0.01%
22,102
+464
618
$2.6M ﹤0.01%
48,223
-6,373
619
$2.58M ﹤0.01%
30,843
-570
620
$2.58M ﹤0.01%
50,954
+50,798
621
$2.58M ﹤0.01%
59,091
-10,053
622
$2.56M ﹤0.01%
74,069
+9,448
623
$2.56M ﹤0.01%
53,554
-8,436
624
$2.53M ﹤0.01%
15,262
+103
625
$2.53M ﹤0.01%
47,888
+4,383
23 24
25
26 27