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
76
$95.2M 0.13%
4,237,725
+372,770
77
$94.2M 0.13%
199,394
-1,213
78
$92.9M 0.13%
438,317
-54,399
79
$92M 0.13%
1,867,882
+194,858
80
$91.9M 0.13%
840,941
-11,938
81
$91.4M 0.13%
2,922,691
+358,605
82
$91M 0.13%
2,351,900
-10,816
83
$90.3M 0.13%
553,442
+552
84
$90M 0.13%
247,760
-3,154
85
$88.9M 0.12%
179,015
+222
86
$86.1M 0.12%
878,562
+6,264
87
$84.1M 0.12%
3,720,114
-140,559
88
$82.7M 0.12%
280,172
-16,208
89
$82.4M 0.12%
703,318
-3,228
90
$82.3M 0.11%
1,068,041
+400,183
91
$81.2M 0.11%
1,488,808
-1,229
92
$76.9M 0.11%
1,004,714
-163,633
93
$76.3M 0.11%
197,989
+6,432
94
$75.4M 0.11%
3,022,264
+680,878
95
$75.4M 0.11%
474,688
+20,598
96
$74.3M 0.1%
371,998
-87,076
97
$74.2M 0.1%
1,358,485
+445,687
98
$72.7M 0.1%
550,861
+347,690
99
$72.6M 0.1%
980,498
-159,717
100
$71.6M 0.1%
1,224,179
+63,883
2 3
4
5 6