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
1126
$506K ﹤0.01%
9,175
-1,424
1127
$506K ﹤0.01%
5,265
-818
1128
$505K ﹤0.01%
34,376
-23,264
1129
$504K ﹤0.01%
7,586
-2,746
1130
$503K ﹤0.01%
9,208
+4,986
1131
$503K ﹤0.01%
28,332
-39,801
1132
$497K ﹤0.01%
15,115
+1,240
1133
$497K ﹤0.01%
10,839
+644
1134
$497K ﹤0.01%
25,676
+729
1135
$494K ﹤0.01%
5,924
+540
1136
$494K ﹤0.01%
60,979
-4,151
1137
$490K ﹤0.01%
18,506
+3,720
1138
$486K ﹤0.01%
3,514
+366
1139
$486K ﹤0.01%
8,564
-11,478
1140
$485K ﹤0.01%
29,789
+3,812
1141
$485K ﹤0.01%
15,632
-4,693
1142
$485K ﹤0.01%
2,076
-49
1143
$485K ﹤0.01%
12,281
-1,260
1144
$484K ﹤0.01%
12,510
-1,456
1145
$480K ﹤0.01%
10,205
-1,029
1146
$477K ﹤0.01%
47,041
+733
1147
$474K ﹤0.01%
4,501
+591
1148
$473K ﹤0.01%
6,857
-2,114
1149
$471K ﹤0.01%
4,235
+314
1150
$471K ﹤0.01%
3,999
+511
44 45
46
47 48