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
801
$1.35M ﹤0.01%
3,931
-1,619
802
$1.34M ﹤0.01%
28,290
-1,293
803
$1.34M ﹤0.01%
21,941
+1,412
804
$1.34M ﹤0.01%
48,039
-1,235
805
$1.33M ﹤0.01%
56,203
+23,574
806
$1.33M ﹤0.01%
11,401
+1,790
807
$1.33M ﹤0.01%
145,624
+4,009
808
$1.33M ﹤0.01%
19,970
-7,131
809
$1.32M ﹤0.01%
7,949
+761
810
$1.32M ﹤0.01%
16,106
+897
811
$1.32M ﹤0.01%
13,508
-5,245
812
$1.32M ﹤0.01%
10,411
+749
813
$1.32M ﹤0.01%
27,176
+8,442
814
$1.32M ﹤0.01%
2,712
-15
815
$1.31M ﹤0.01%
29,052
-1,603
816
$1.31M ﹤0.01%
24,228
+1,528
817
$1.3M ﹤0.01%
6,550
+545
818
$1.3M ﹤0.01%
6,433
+229
819
$1.3M ﹤0.01%
45,768
+4,435
820
$1.3M ﹤0.01%
11,100
-56,704
821
$1.3M ﹤0.01%
10,835
+2,081
822
$1.29M ﹤0.01%
8,193
-737
823
$1.29M ﹤0.01%
18,089
+116
824
$1.28M ﹤0.01%
24,062
-1,189
825
$1.28M ﹤0.01%
15,188
+916
31 32
33
34 35