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
751
$1.63M ﹤0.01%
34,973
+4,058
752
$1.63M ﹤0.01%
25,962
-4,078
753
$1.62M ﹤0.01%
40,023
+1,669
754
$1.62M ﹤0.01%
10,296
-11,046
755
$1.62M ﹤0.01%
16,692
756
$1.61M ﹤0.01%
17,199
+4,129
757
$1.61M ﹤0.01%
93,930
+26,577
758
$1.61M ﹤0.01%
13,635
+222
759
$1.61M ﹤0.01%
10,582
-124
760
$1.6M ﹤0.01%
12,009
-606
761
$1.6M ﹤0.01%
23,746
+2,683
762
$1.6M ﹤0.01%
299,048
-60,731
763
$1.58M ﹤0.01%
34,830
-894
764
$1.57M ﹤0.01%
42,936
+16,391
765
$1.56M ﹤0.01%
11,668
-1,801
766
$1.55M ﹤0.01%
65,443
+5
767
$1.54M ﹤0.01%
62,870
+4,938
768
$1.54M ﹤0.01%
20,726
+328
769
$1.53M ﹤0.01%
82,813
-88,324
770
$1.53M ﹤0.01%
11,329
+1,150
771
$1.53M ﹤0.01%
13,165
+658
772
$1.51M ﹤0.01%
11,700
-2,139
773
$1.51M ﹤0.01%
14,935
+1,493
774
$1.51M ﹤0.01%
20,400
+180
775
$1.5M ﹤0.01%
43,796
+99
29 30
31
32 33