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
726
$1.73M ﹤0.01%
68,794
+2,542
727
$1.73M ﹤0.01%
35,094
+4,498
728
$1.73M ﹤0.01%
77,434
+7,081
729
$1.72M ﹤0.01%
27,620
-737
730
$1.72M ﹤0.01%
137,897
+4,072
731
$1.71M ﹤0.01%
76,678
+61,699
732
$1.71M ﹤0.01%
26,133
+8,277
733
$1.71M ﹤0.01%
30,078
+1,162
734
$1.71M ﹤0.01%
26,867
+2,333
735
$1.71M ﹤0.01%
47,308
+16,142
736
$1.7M ﹤0.01%
30,568
+2,557
737
$1.7M ﹤0.01%
30,142
+410
738
$1.7M ﹤0.01%
49,676
+4,960
739
$1.69M ﹤0.01%
26,028
-3,319
740
$1.69M ﹤0.01%
17,878
+1,986
741
$1.69M ﹤0.01%
29,575
+3,929
742
$1.67M ﹤0.01%
127,880
-2,475
743
$1.67M ﹤0.01%
20,209
-1,833
744
$1.67M ﹤0.01%
39,512
-6,672
745
$1.67M ﹤0.01%
5,015
+208
746
$1.67M ﹤0.01%
7,985
-426
747
$1.66M ﹤0.01%
62,729
-4,715
748
$1.66M ﹤0.01%
2,406
-94
749
$1.65M ﹤0.01%
10,744
-8,556
750
$1.64M ﹤0.01%
35,784
+6,621
28 29
30
31 32