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
701
$1.9M ﹤0.01%
7,214
+1,397
702
$1.88M ﹤0.01%
12,455
-125
703
$1.88M ﹤0.01%
41,192
+20,623
704
$1.87M ﹤0.01%
6,729
+268
705
$1.86M ﹤0.01%
211,384
-2,535
706
$1.85M ﹤0.01%
11,696
+187
707
$1.84M ﹤0.01%
16,633
+13,100
708
$1.82M ﹤0.01%
120,584
-497
709
$1.82M ﹤0.01%
41,716
+6,245
710
$1.82M ﹤0.01%
30,221
+1,351
711
$1.81M ﹤0.01%
37,819
+442
712
$1.81M ﹤0.01%
37,900
+113
713
$1.8M ﹤0.01%
41,726
-3,440
714
$1.78M ﹤0.01%
29,492
-165
715
$1.77M ﹤0.01%
26,527
-3,552
716
$1.77M ﹤0.01%
26,404
+2,920
717
$1.77M ﹤0.01%
29,328
-15,506
718
$1.76M ﹤0.01%
117,296
-149,857
719
$1.76M ﹤0.01%
94,579
+23,468
720
$1.75M ﹤0.01%
312,056
721
$1.75M ﹤0.01%
29,316
722
$1.75M ﹤0.01%
7,627
-1,379
723
$1.75M ﹤0.01%
68,475
-232,251
724
$1.74M ﹤0.01%
162,262
-10,287
725
$1.74M ﹤0.01%
10,116
+3,118
27 28
29
30 31