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
1201
$402K ﹤0.01%
10,214
+315
1202
$402K ﹤0.01%
2,811
+111
1203
$399K ﹤0.01%
41,934
-1,616
1204
$399K ﹤0.01%
13,082
+331
1205
$398K ﹤0.01%
4,325
+295
1206
$397K ﹤0.01%
14,089
+321
1207
$397K ﹤0.01%
6,062
-1,529
1208
$393K ﹤0.01%
7,155
-1,272
1209
$393K ﹤0.01%
9,110
-1,419
1210
$390K ﹤0.01%
1,844
+366
1211
$389K ﹤0.01%
21,188
+9,524
1212
$389K ﹤0.01%
4,375
+165
1213
$388K ﹤0.01%
21,275
+824
1214
$388K ﹤0.01%
5,728
-3,461
1215
$387K ﹤0.01%
4,809
-150
1216
$386K ﹤0.01%
12,897
+498
1217
$386K ﹤0.01%
1,659
-40
1218
$383K ﹤0.01%
2,279
+767
1219
$382K ﹤0.01%
2,623
+406
1220
$382K ﹤0.01%
21,769
-21
1221
$381K ﹤0.01%
9,255
+261
1222
$380K ﹤0.01%
1,563
-389
1223
$380K ﹤0.01%
8,772
+83
1224
$380K ﹤0.01%
20,741
-49,170
1225
$379K ﹤0.01%
13,198
-3,820
47 48
49
50 51