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
676
$2.04M ﹤0.01%
40,938
+3,873
677
$2.04M ﹤0.01%
82,154
+5,500
678
$2.04M ﹤0.01%
45,040
-1,847
679
$2.03M ﹤0.01%
36,620
+2,245
680
$2.03M ﹤0.01%
39,836
+18,990
681
$2.02M ﹤0.01%
12,098
+663
682
$2.02M ﹤0.01%
175,854
-10,155
683
$2.02M ﹤0.01%
46,604
+977
684
$2.01M ﹤0.01%
52,719
-72,856
685
$2.01M ﹤0.01%
64,540
+4,028
686
$2M ﹤0.01%
52,267
+6,082
687
$1.99M ﹤0.01%
14,915
+2,906
688
$1.98M ﹤0.01%
21,689
+2,819
689
$1.98M ﹤0.01%
60,845
-1,963
690
$1.98M ﹤0.01%
13,931
+154
691
$1.97M ﹤0.01%
56,103
+25,564
692
$1.97M ﹤0.01%
6,517
+1,357
693
$1.96M ﹤0.01%
38,163
-3,099
694
$1.95M ﹤0.01%
22,564
-584
695
$1.95M ﹤0.01%
19,455
-978
696
$1.95M ﹤0.01%
43,131
+2,909
697
$1.94M ﹤0.01%
20,514
-610
698
$1.94M ﹤0.01%
30,650
-16,792
699
$1.93M ﹤0.01%
61,085
+11,040
700
$1.91M ﹤0.01%
57,071
+8,412
26 27
28
29 30