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
101
$71.5M 0.1%
4,391,096
+104,632
102
$71.5M 0.1%
3,083,316
+167,480
103
$71M 0.1%
682,476
+63,479
104
$69.1M 0.1%
387,160
-100,886
105
$68.9M 0.1%
375,808
+2,947
106
$68.8M 0.1%
2,203,169
+12,801
107
$67.6M 0.09%
966,958
-48,401
108
$66.4M 0.09%
709,750
+45,139
109
$65.2M 0.09%
334,443
-10,931
110
$64.2M 0.09%
710,019
-83,636
111
$63.3M 0.09%
1,282,465
+157,241
112
$63.1M 0.09%
508,332
+19,493
113
$62.1M 0.09%
1,200,755
+87,828
114
$62.1M 0.09%
340,762
+2,356
115
$62M 0.09%
874,452
+57,811
116
$61.2M 0.09%
555,502
-144,779
117
$61.1M 0.09%
594,128
-1,247
118
$60.9M 0.09%
622,075
-108,914
119
$60.7M 0.08%
548,972
+290,056
120
$59.6M 0.08%
103,456
-6,347
121
$59.5M 0.08%
2,019,063
+246,354
122
$58.3M 0.08%
254,833
+1,605
123
$58M 0.08%
2,431,571
+376,169
124
$58M 0.08%
1,522,598
+358,923
125
$57.8M 0.08%
571,047
+52
3 4
5
6 7