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
901
$991K ﹤0.01%
29,525
-13,164
902
$989K ﹤0.01%
18,279
+245
903
$975K ﹤0.01%
5,098
+533
904
$971K ﹤0.01%
31,977
+18,119
905
$971K ﹤0.01%
31,905
+5,632
906
$965K ﹤0.01%
9,534
+403
907
$960K ﹤0.01%
16,726
-7,679
908
$959K ﹤0.01%
14,136
+3,115
909
$954K ﹤0.01%
51,969
+9,175
910
$952K ﹤0.01%
15,995
+4,506
911
$951K ﹤0.01%
4,127
-748
912
$948K ﹤0.01%
18,349
+198
913
$938K ﹤0.01%
18,758
-635
914
$934K ﹤0.01%
2,250
+40
915
$924K ﹤0.01%
27,315
+2,739
916
$918K ﹤0.01%
15,066
-108
917
$916K ﹤0.01%
7,247
-426
918
$914K ﹤0.01%
26,173
+5,220
919
$908K ﹤0.01%
15,604
-654
920
$904K ﹤0.01%
2,955
-72
921
$902K ﹤0.01%
9,698
+437
922
$900K ﹤0.01%
17,920
+348
923
$897K ﹤0.01%
33,074
-3,793
924
$895K ﹤0.01%
14,419
+6,649
925
$894K ﹤0.01%
13,911
+1,252
35 36
37
38 39