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
1151
$471K ﹤0.01%
7,320
+547
1152
$469K ﹤0.01%
3,856
+204
1153
$466K ﹤0.01%
3,847
+2,222
1154
$465K ﹤0.01%
17,685
+8,670
1155
$465K ﹤0.01%
9,347
-225
1156
$459K ﹤0.01%
1,324
+48
1157
$454K ﹤0.01%
8,535
+293
1158
$454K ﹤0.01%
26,010
-4,056
1159
$453K ﹤0.01%
51,968
+13,446
1160
$451K ﹤0.01%
9,698
+9,323
1161
$450K ﹤0.01%
40,790
+8,013
1162
$450K ﹤0.01%
24,633
1163
$450K ﹤0.01%
41,940
-1,507
1164
$450K ﹤0.01%
5,919
-248
1165
$448K ﹤0.01%
16,038
+2,424
1166
$448K ﹤0.01%
60,030
+1,531
1167
$448K ﹤0.01%
6,084
+948
1168
$447K ﹤0.01%
29,354
1169
$445K ﹤0.01%
4,087
+84
1170
$443K ﹤0.01%
13,686
-267
1171
$443K ﹤0.01%
5,858
-63
1172
$440K ﹤0.01%
914
1173
$440K ﹤0.01%
155,885
-21,486
1174
$438K ﹤0.01%
35,328
-2,516
1175
$438K ﹤0.01%
6,736
+74
45 46
47
48 49