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
1101
$538K ﹤0.01%
22,398
1102
$534K ﹤0.01%
50,813
+40,072
1103
$532K ﹤0.01%
4,831
+276
1104
$532K ﹤0.01%
14,996
-6,534
1105
$530K ﹤0.01%
12,089
+2,889
1106
$529K ﹤0.01%
3,104
+338
1107
$526K ﹤0.01%
3,615
-199
1108
$525K ﹤0.01%
6,520
+632
1109
$522K ﹤0.01%
4,852
-533
1110
$521K ﹤0.01%
9,064
-162
1111
$521K ﹤0.01%
11,575
-889
1112
$520K ﹤0.01%
10,607
-20,543
1113
$520K ﹤0.01%
2,390
-254
1114
$518K ﹤0.01%
5,327
-1,066
1115
$517K ﹤0.01%
1,322
-20
1116
$516K ﹤0.01%
22,375
+17,913
1117
$516K ﹤0.01%
49,815
+510
1118
$516K ﹤0.01%
35,759
+35,013
1119
$514K ﹤0.01%
13,674
-2,162
1120
$511K ﹤0.01%
23,625
-268,027
1121
$511K ﹤0.01%
8,463
-528
1122
$508K ﹤0.01%
5,257
-1,483
1123
$508K ﹤0.01%
29,222
-4,932
1124
$507K ﹤0.01%
86,698
+66,190
1125
$506K ﹤0.01%
17,185
+53
43 44
45
46 47