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
1276
$320K ﹤0.01%
5,266
-4,408
1277
$320K ﹤0.01%
27,308
-127
1278
$319K ﹤0.01%
17,232
-6,046
1279
$316K ﹤0.01%
6,160
-22
1280
$316K ﹤0.01%
71,139
-100
1281
$315K ﹤0.01%
7,299
+212
1282
$314K ﹤0.01%
3,182
+395
1283
$314K ﹤0.01%
4,977
-155
1284
$314K ﹤0.01%
2,000
1285
$313K ﹤0.01%
7,435
+249
1286
$312K ﹤0.01%
2,308
-52
1287
$309K ﹤0.01%
4,105
+374
1288
$309K ﹤0.01%
2,956
+1,071
1289
$308K ﹤0.01%
5,581
+85
1290
$308K ﹤0.01%
4,642
+2,648
1291
$306K ﹤0.01%
27,327
+429
1292
$306K ﹤0.01%
46,551
-6,263
1293
$305K ﹤0.01%
10,904
+216
1294
$305K ﹤0.01%
199
+17
1295
$304K ﹤0.01%
3,659
-916
1296
$303K ﹤0.01%
7,146
+395
1297
$302K ﹤0.01%
13,126
+11,629
1298
$301K ﹤0.01%
5,748
-45,529
1299
$299K ﹤0.01%
6,092
+704
1300
$299K ﹤0.01%
24,799
-1,129
50 51
52
53 54