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
1026
$710K ﹤0.01%
2,619
+105
1027
$706K ﹤0.01%
23,795
+4,330
1028
$703K ﹤0.01%
6,277
+1,996
1029
$699K ﹤0.01%
15,022
-2,234
1030
$697K ﹤0.01%
3,574
+1,053
1031
$693K ﹤0.01%
9,378
+313
1032
$692K ﹤0.01%
20,305
-122,485
1033
$692K ﹤0.01%
5,739
+759
1034
$686K ﹤0.01%
10,502
-468
1035
$685K ﹤0.01%
12,780
-201
1036
$683K ﹤0.01%
20,630
+525
1037
$679K ﹤0.01%
29,424
+12,450
1038
$678K ﹤0.01%
2,030
+186
1039
$678K ﹤0.01%
99,726
-7,051
1040
$674K ﹤0.01%
11,306
-39
1041
$672K ﹤0.01%
23,415
+1,501
1042
$671K ﹤0.01%
15,297
-606
1043
$667K ﹤0.01%
12,610
-3,190
1044
$666K ﹤0.01%
7,722
+1,835
1045
$666K ﹤0.01%
109,678
+30,448
1046
$665K ﹤0.01%
22,005
+2,090
1047
$665K ﹤0.01%
2,693
+245
1048
$658K ﹤0.01%
10,962
+8,594
1049
$654K ﹤0.01%
14,905
-7,576
1050
$648K ﹤0.01%
7,353
-1,169
40 41
42
43 44