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
776
$1.5M ﹤0.01%
69,222
+36,022
777
$1.5M ﹤0.01%
28,482
+472
778
$1.49M ﹤0.01%
+18,141
779
$1.48M ﹤0.01%
12,113
-8,440
780
$1.47M ﹤0.01%
73,009
781
$1.47M ﹤0.01%
53,082
+13,724
782
$1.46M ﹤0.01%
45,550
+1,435
783
$1.46M ﹤0.01%
+69,274
784
$1.46M ﹤0.01%
10,307
-448
785
$1.46M ﹤0.01%
28,888
-6,574
786
$1.45M ﹤0.01%
16,741
+1,641
787
$1.45M ﹤0.01%
17,931
-120
788
$1.44M ﹤0.01%
11,536
-10,661
789
$1.44M ﹤0.01%
72,440
+1,607
790
$1.43M ﹤0.01%
24,329
-2,507
791
$1.43M ﹤0.01%
121,108
-8,517
792
$1.43M ﹤0.01%
6,849
+42
793
$1.41M ﹤0.01%
125,598
+43,890
794
$1.4M ﹤0.01%
7,622
+555
795
$1.37M ﹤0.01%
51,078
+4,710
796
$1.37M ﹤0.01%
47,919
-4,051
797
$1.37M ﹤0.01%
14,223
-1,578
798
$1.36M ﹤0.01%
14,190
-992
799
$1.35M ﹤0.01%
14,935
+3,903
800
$1.35M ﹤0.01%
15,992
+1,137
30 31
32
33 34