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
1176
$437K ﹤0.01%
7,093
-6,554
1177
$436K ﹤0.01%
32,432
+1,200
1178
$436K ﹤0.01%
11,205
+2,148
1179
$433K ﹤0.01%
27,922
+2,042
1180
$433K ﹤0.01%
18,375
-1,344
1181
$433K ﹤0.01%
5,962
+5,421
1182
$432K ﹤0.01%
1,971
+519
1183
$429K ﹤0.01%
4,947
+93
1184
$426K ﹤0.01%
10,360
-572
1185
$425K ﹤0.01%
37,475
-3,933
1186
$424K ﹤0.01%
11,138
-130
1187
$422K ﹤0.01%
14,355
-2,940
1188
$420K ﹤0.01%
10,015
-871
1189
$420K ﹤0.01%
1,609
+70
1190
$418K ﹤0.01%
2,331
-55
1191
$417K ﹤0.01%
10,372
+2,760
1192
$416K ﹤0.01%
4,323
+3,254
1193
$413K ﹤0.01%
22,532
-1,885
1194
$413K ﹤0.01%
25,071
+67
1195
$412K ﹤0.01%
4,057
+69
1196
$412K ﹤0.01%
5,200
-271
1197
$412K ﹤0.01%
22,977
-3,419
1198
$410K ﹤0.01%
14,860
+2,810
1199
$409K ﹤0.01%
4,437
-169
1200
$408K ﹤0.01%
5,373
+5,011
46 47
48
49 50