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
626
$2.53M ﹤0.01%
23,550
+8,258
627
$2.51M ﹤0.01%
25,416
+921
628
$2.51M ﹤0.01%
61,183
+2,879
629
$2.51M ﹤0.01%
41,335
+3,033
630
$2.5M ﹤0.01%
43,912
-6,308
631
$2.47M ﹤0.01%
50,064
+1,435
632
$2.45M ﹤0.01%
248,813
-18,082
633
$2.43M ﹤0.01%
95,609
+52,030
634
$2.43M ﹤0.01%
9,800
-263
635
$2.43M ﹤0.01%
53,606
-17,720
636
$2.42M ﹤0.01%
64,505
+2,425
637
$2.42M ﹤0.01%
3,284
-89
638
$2.41M ﹤0.01%
54,172
+10,394
639
$2.4M ﹤0.01%
11,741
-3,799
640
$2.4M ﹤0.01%
98,492
+15,940
641
$2.37M ﹤0.01%
12,097
+1,115
642
$2.37M ﹤0.01%
27,436
-1,397
643
$2.37M ﹤0.01%
24,780
+2,118
644
$2.36M ﹤0.01%
49,562
-1,407
645
$2.35M ﹤0.01%
68,462
+70
646
$2.34M ﹤0.01%
34,163
+540
647
$2.32M ﹤0.01%
7,293
+187
648
$2.31M ﹤0.01%
79,173
-47,712
649
$2.29M ﹤0.01%
88,970
+17,639
650
$2.27M ﹤0.01%
33,481
-507
24 25
26
27 28