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
51
$152M 0.21%
2,124,702
+165,588
52
$148M 0.21%
2,946,450
-1,383,290
53
$145M 0.2%
3,030,349
+221,257
54
$144M 0.2%
2,122,921
-20,879
55
$140M 0.2%
454,682
+96,053
56
$135M 0.19%
1,637,518
-55,320
57
$128M 0.18%
958,146
-6,274
58
$120M 0.17%
922,602
+27,689
59
$119M 0.17%
5,170,157
+885,795
60
$118M 0.17%
525,248
+26,370
61
$116M 0.16%
2,081,074
+6,800
62
$107M 0.15%
1,679,454
-67,378
63
$105M 0.15%
2,205,860
-628,173
64
$105M 0.15%
690,035
-1,129
65
$103M 0.14%
3,075,310
+452,124
66
$103M 0.14%
661,516
-18,756
67
$102M 0.14%
429,484
+37,157
68
$102M 0.14%
2,032,162
+91,441
69
$102M 0.14%
2,000,114
-494,080
70
$99.7M 0.14%
952,414
+61,746
71
$99.5M 0.14%
299,111
+1,152
72
$98.9M 0.14%
4,522,104
-39,570
73
$96.7M 0.14%
2,081,539
-3,768,174
74
$96.5M 0.13%
2,030,026
-378,032
75
$96M 0.13%
645,955
+6,069
1 2
3
4 5