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
926
$894K ﹤0.01%
37,272
+12,928
927
$894K ﹤0.01%
12,308
-13,630
928
$893K ﹤0.01%
4,994
+83
929
$890K ﹤0.01%
65,567
-2,625
930
$887K ﹤0.01%
9,863
-3,841
931
$885K ﹤0.01%
11,670
+3,718
932
$882K ﹤0.01%
15,368
-641,264
933
$881K ﹤0.01%
12,995
+102
934
$877K ﹤0.01%
9,946
+434
935
$873K ﹤0.01%
8,997
+1,039
936
$872K ﹤0.01%
12,030
-1,477
937
$869K ﹤0.01%
6,978
+731
938
$868K ﹤0.01%
72,786
+4,208
939
$867K ﹤0.01%
5,608
+291
940
$866K ﹤0.01%
6,601
-317
941
$863K ﹤0.01%
11,261
-59
942
$860K ﹤0.01%
5,914
-236
943
$851K ﹤0.01%
88,492
-4,889
944
$847K ﹤0.01%
20,327
+2,167
945
$846K ﹤0.01%
3,738
-291
946
$838K ﹤0.01%
17,408
-224
947
$838K ﹤0.01%
17,951
+1,597
948
$837K ﹤0.01%
9,709
+432
949
$835K ﹤0.01%
8,301
+791
950
$835K ﹤0.01%
9,439
-612
36 37
38
39 40