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
1226
$377K ﹤0.01%
1,967
-8
1227
$373K ﹤0.01%
1,132
-35
1228
$373K ﹤0.01%
36,552
+329
1229
$373K ﹤0.01%
25,778
+536
1230
$369K ﹤0.01%
6,242
-157
1231
$368K ﹤0.01%
9,200
-2
1232
$368K ﹤0.01%
8,214
+657
1233
$368K ﹤0.01%
16,044
-9,775
1234
$366K ﹤0.01%
39,057
+37,399
1235
$366K ﹤0.01%
12,672
+672
1236
$364K ﹤0.01%
8,141
+521
1237
$363K ﹤0.01%
6,178
-46
1238
$361K ﹤0.01%
29,999
+3
1239
$361K ﹤0.01%
5,158
+2,332
1240
$360K ﹤0.01%
10,534
+201
1241
$357K ﹤0.01%
16,227
-1,428
1242
$356K ﹤0.01%
8,762
+12
1243
$352K ﹤0.01%
7,087
+1,040
1244
$351K ﹤0.01%
36,942
+159
1245
$350K ﹤0.01%
13,881
+3,166
1246
$350K ﹤0.01%
2,400
-441
1247
$349K ﹤0.01%
4,901
1248
$349K ﹤0.01%
6,978
+615
1249
$348K ﹤0.01%
7,025
1250
$347K ﹤0.01%
7,942
+1,354
48 49
50
51 52