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
976
$789K ﹤0.01%
13,598
+13,595
977
$786K ﹤0.01%
12,968
+335
978
$786K ﹤0.01%
12,904
-40
979
$784K ﹤0.01%
6,569
+454
980
$784K ﹤0.01%
26,535
-412,402
981
$781K ﹤0.01%
36,590
-22,731
982
$776K ﹤0.01%
5,006
-4,404
983
$776K ﹤0.01%
6,442
+304
984
$774K ﹤0.01%
18,816
-18,115
985
$774K ﹤0.01%
28,739
-1,108
986
$773K ﹤0.01%
10,146
+23
987
$768K ﹤0.01%
27,013
-330
988
$767K ﹤0.01%
8,000
-7,757
989
$766K ﹤0.01%
29,090
-698
990
$766K ﹤0.01%
98,060
+7,288
991
$763K ﹤0.01%
7,250
+866
992
$762K ﹤0.01%
9,265
-30,860
993
$762K ﹤0.01%
29,091
-129
994
$762K ﹤0.01%
12,410
+120
995
$758K ﹤0.01%
43,432
+6,747
996
$758K ﹤0.01%
31,804
+14,738
997
$756K ﹤0.01%
18,835
+1,156
998
$756K ﹤0.01%
23,690
-3,440
999
$756K ﹤0.01%
5,433
+2,265
1000
$755K ﹤0.01%
66,621
-145
38 39
40
41 42