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
851
$1.17M ﹤0.01%
49,906
+3,007
852
$1.17M ﹤0.01%
6,832
+578
853
$1.16M ﹤0.01%
10,618
+1,061
854
$1.14M ﹤0.01%
17,290
-988
855
$1.14M ﹤0.01%
22,881
-435,925
856
$1.14M ﹤0.01%
10,890
+24
857
$1.14M ﹤0.01%
8,823
+472
858
$1.14M ﹤0.01%
20,964
+1,784
859
$1.13M ﹤0.01%
36,802
+339
860
$1.13M ﹤0.01%
7,868
+99
861
$1.12M ﹤0.01%
14,850
+403
862
$1.12M ﹤0.01%
24,264
+1,267
863
$1.12M ﹤0.01%
17,463
+532
864
$1.12M ﹤0.01%
9,710
-236
865
$1.12M ﹤0.01%
93,542
-18,697
866
$1.11M ﹤0.01%
23,432
+2,072
867
$1.11M ﹤0.01%
22,044
-1,195
868
$1.11M ﹤0.01%
49,112
+23,907
869
$1.1M ﹤0.01%
70,362
870
$1.1M ﹤0.01%
26,872
-2,542
871
$1.09M ﹤0.01%
142,026
-119
872
$1.09M ﹤0.01%
29,288
-2,636
873
$1.08M ﹤0.01%
15,820
-14
874
$1.08M ﹤0.01%
40,494
+6,245
875
$1.07M ﹤0.01%
56,612
-2,099
33 34
35
36 37