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
1001
$755K ﹤0.01%
18,971
1002
$755K ﹤0.01%
8,539
+1,131
1003
$754K ﹤0.01%
4,598
+1,226
1004
$749K ﹤0.01%
17,165
+2,818
1005
$747K ﹤0.01%
5,951
+2,868
1006
$742K ﹤0.01%
11,694
+182
1007
$742K ﹤0.01%
10,507
+1,712
1008
$736K ﹤0.01%
69,981
-30,799
1009
$734K ﹤0.01%
9,543
-4,742
1010
$734K ﹤0.01%
25,127
-72,242
1011
$732K ﹤0.01%
4,896
-139
1012
$728K ﹤0.01%
28,121
+3,493
1013
$728K ﹤0.01%
10,353
-96
1014
$727K ﹤0.01%
18,470
+6,871
1015
$726K ﹤0.01%
8,721
+496
1016
$725K ﹤0.01%
39,871
+8,986
1017
$725K ﹤0.01%
21,033
1018
$724K ﹤0.01%
12,334
-86
1019
$722K ﹤0.01%
8,949
+653
1020
$721K ﹤0.01%
9,282
1021
$720K ﹤0.01%
12,738
+552
1022
$718K ﹤0.01%
6,767
-20
1023
$718K ﹤0.01%
16,221
+648
1024
$717K ﹤0.01%
2,680
-56
1025
$717K ﹤0.01%
9,844
+358
39 40
41
42 43