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
1051
$647K ﹤0.01%
18,769
+1,297
1052
$641K ﹤0.01%
16,090
-818
1053
$638K ﹤0.01%
29,198
-161
1054
$632K ﹤0.01%
26,100
+4,117
1055
$631K ﹤0.01%
2,457
+661
1056
$631K ﹤0.01%
9,015
-227
1057
$630K ﹤0.01%
8,046
+373
1058
$624K ﹤0.01%
4,782
+2,385
1059
$623K ﹤0.01%
32,203
-853
1060
$616K ﹤0.01%
8,156
-268
1061
$615K ﹤0.01%
2,972
+279
1062
$614K ﹤0.01%
15,575
+34
1063
$614K ﹤0.01%
7,281
+1,948
1064
$614K ﹤0.01%
18,552
+46
1065
$613K ﹤0.01%
4,631
+409
1066
$609K ﹤0.01%
4,293
-55
1067
$604K ﹤0.01%
6,034
-158
1068
$602K ﹤0.01%
30,466
+3,340
1069
$602K ﹤0.01%
6,144
-123
1070
$597K ﹤0.01%
20,626
-6,289
1071
$592K ﹤0.01%
16,714
+765
1072
$592K ﹤0.01%
38,279
-9,839
1073
$585K ﹤0.01%
3,956
-14
1074
$584K ﹤0.01%
7,811
-583
1075
$584K ﹤0.01%
23,396
+15,031
41 42
43
44 45