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
1251
$346K ﹤0.01%
10,601
-3,888
1252
$345K ﹤0.01%
2,536
+2,448
1253
$343K ﹤0.01%
14,839
-1,076
1254
$342K ﹤0.01%
1,075
+20
1255
$340K ﹤0.01%
64,277
+30,648
1256
$339K ﹤0.01%
10,336
-2,295
1257
$338K ﹤0.01%
39,568
-867
1258
$337K ﹤0.01%
28,288
+8,068
1259
$337K ﹤0.01%
8,342
-147
1260
$335K ﹤0.01%
2,983
+160
1261
$335K ﹤0.01%
3,294
+69
1262
$334K ﹤0.01%
5,145
+648
1263
$332K ﹤0.01%
5,724
-415
1264
$331K ﹤0.01%
1,808
+950
1265
$331K ﹤0.01%
6,375
-188,305
1266
$328K ﹤0.01%
11,682
+2,982
1267
$328K ﹤0.01%
3,513
+94
1268
$327K ﹤0.01%
4,774
-123
1269
$326K ﹤0.01%
5,982
-1,750
1270
$326K ﹤0.01%
2,156
+363
1271
$324K ﹤0.01%
1,695
-39
1272
$324K ﹤0.01%
5,994
-141
1273
$323K ﹤0.01%
7,310
-1,031
1274
$322K ﹤0.01%
22,796
-1,780
1275
$321K ﹤0.01%
5,301
-735
49 50
51
52 53