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
876
$1.07M ﹤0.01%
16,936
-675
877
$1.06M ﹤0.01%
21,784
+290
878
$1.06M ﹤0.01%
7,210
+141
879
$1.05M ﹤0.01%
26,140
+3,187
880
$1.05M ﹤0.01%
8,040
+251
881
$1.04M ﹤0.01%
23,513
-2,948
882
$1.04M ﹤0.01%
123,374
-5,441
883
$1.04M ﹤0.01%
25,584
+4,014
884
$1.04M ﹤0.01%
23,315
-279
885
$1.03M ﹤0.01%
3,458
-351
886
$1.03M ﹤0.01%
10,800
+4,780
887
$1.03M ﹤0.01%
13,127
+389
888
$1.03M ﹤0.01%
27,624
-2,942
889
$1.03M ﹤0.01%
10,341
-915
890
$1.03M ﹤0.01%
24,738
-4,771
891
$1.02M ﹤0.01%
26,088
-7,908
892
$1.02M ﹤0.01%
4,930
+10
893
$1.01M ﹤0.01%
13,962
+3,652
894
$1.01M ﹤0.01%
19,054
+2,103
895
$1.01M ﹤0.01%
7,375
-129
896
$1M ﹤0.01%
16,718
+1,985
897
$1M ﹤0.01%
32,250
+320
898
$998K ﹤0.01%
+28,833
899
$993K ﹤0.01%
7,741
+700
900
$992K ﹤0.01%
11,132
-320
34 35
36
37 38