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
651
$2.27M ﹤0.01%
38,260
+5,493
652
$2.27M ﹤0.01%
6,371
-549
653
$2.26M ﹤0.01%
102,049
+3,670
654
$2.26M ﹤0.01%
53,848
-2,536
655
$2.23M ﹤0.01%
43,958
+3,177
656
$2.2M ﹤0.01%
34,712
+24,011
657
$2.19M ﹤0.01%
30,939
+9,870
658
$2.18M ﹤0.01%
41,660
+1,137
659
$2.18M ﹤0.01%
14,103
+340
660
$2.17M ﹤0.01%
123,172
+11,943
661
$2.17M ﹤0.01%
77,299
-34,945
662
$2.16M ﹤0.01%
17,382
-93,190
663
$2.16M ﹤0.01%
7,290
+281
664
$2.15M ﹤0.01%
37,160
-4,182
665
$2.14M ﹤0.01%
45,453
+4,213
666
$2.12M ﹤0.01%
34,675
+9,104
667
$2.12M ﹤0.01%
28,004
-318
668
$2.11M ﹤0.01%
38,827
-1,080
669
$2.11M ﹤0.01%
14,370
+1,333
670
$2.1M ﹤0.01%
162,071
-12,075
671
$2.1M ﹤0.01%
82,103
+42,717
672
$2.08M ﹤0.01%
55,794
+44,588
673
$2.08M ﹤0.01%
30,295
-6,141
674
$2.07M ﹤0.01%
45,767
+1,072
675
$2.07M ﹤0.01%
51,951
-29,168
25 26
27
28 29