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
1076
$583K ﹤0.01%
1,631
-145
1077
$581K ﹤0.01%
3,596
+208
1078
$580K ﹤0.01%
6,143
+1,220
1079
$578K ﹤0.01%
87,038
-5,540
1080
$577K ﹤0.01%
9,686
+649
1081
$576K ﹤0.01%
120,734
-1,243
1082
$566K ﹤0.01%
1,595
-59
1083
$564K ﹤0.01%
10,545
+113
1084
$559K ﹤0.01%
10,616
-1,273
1085
$558K ﹤0.01%
5,162
-1,105
1086
$556K ﹤0.01%
2,458
-38
1087
$556K ﹤0.01%
16,025
+185
1088
$555K ﹤0.01%
24,240
+16,103
1089
$555K ﹤0.01%
22,602
+1,334
1090
$554K ﹤0.01%
3,239
+2,635
1091
$553K ﹤0.01%
17,113
-3,876
1092
$551K ﹤0.01%
21,597
-2,824
1093
$550K ﹤0.01%
35,377
+6,443
1094
$545K ﹤0.01%
25,194
1095
$543K ﹤0.01%
4,143
+686
1096
$543K ﹤0.01%
5,795
-13,844
1097
$540K ﹤0.01%
10,853
+918
1098
$539K ﹤0.01%
6,892
+2,613
1099
$538K ﹤0.01%
20,219
+1,200
1100
$538K ﹤0.01%
27,591
-321
42 43
44
45 46