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
826
$1.28M ﹤0.01%
63,654
-66,207
827
$1.28M ﹤0.01%
12,539
+2,653
828
$1.26M ﹤0.01%
7,634
-201
829
$1.26M ﹤0.01%
6,102
+75
830
$1.26M ﹤0.01%
69,495
+3,025
831
$1.25M ﹤0.01%
8,064
-522
832
$1.25M ﹤0.01%
39,973
+16,320
833
$1.23M ﹤0.01%
27,933
+1,772
834
$1.22M ﹤0.01%
20,108
+3,106
835
$1.22M ﹤0.01%
6,166
+444
836
$1.21M ﹤0.01%
950
+17
837
$1.21M ﹤0.01%
39,005
-162
838
$1.2M ﹤0.01%
55,405
-7,978
839
$1.2M ﹤0.01%
8,635
+628
840
$1.2M ﹤0.01%
22,022
-4,483
841
$1.2M ﹤0.01%
7,937
-45
842
$1.2M ﹤0.01%
8,434
+431
843
$1.19M ﹤0.01%
262,817
+13,839
844
$1.19M ﹤0.01%
8,957
-15,301
845
$1.19M ﹤0.01%
15,567
-6,403
846
$1.18M ﹤0.01%
39,583
+4,200
847
$1.18M ﹤0.01%
14,063
+1,143
848
$1.18M ﹤0.01%
22,012
+3,902
849
$1.17M ﹤0.01%
38,898
+3,251
850
$1.17M ﹤0.01%
34,369
+411
32 33
34
35 36