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
1301
$299K ﹤0.01%
5,425
-40
1302
$298K ﹤0.01%
27,120
-4,204
1303
$297K ﹤0.01%
664
+38
1304
$297K ﹤0.01%
18,639
-1,516
1305
$295K ﹤0.01%
5,766
-983
1306
$294K ﹤0.01%
3,645
+1,569
1307
$293K ﹤0.01%
2,280
-118
1308
$291K ﹤0.01%
8,499
1309
$291K ﹤0.01%
5,424
-1,523
1310
$291K ﹤0.01%
7,329
-2,947
1311
$290K ﹤0.01%
7,339
+569
1312
$289K ﹤0.01%
14,350
-348
1313
$288K ﹤0.01%
1,665
-6
1314
$286K ﹤0.01%
1,251
-27
1315
$286K ﹤0.01%
27,416
+1,991
1316
$286K ﹤0.01%
2,200
1317
$285K ﹤0.01%
1,951
-469
1318
$284K ﹤0.01%
7,772
-927
1319
$283K ﹤0.01%
3,962
-345
1320
$282K ﹤0.01%
+4,705
1321
$282K ﹤0.01%
1,156
+24
1322
$281K ﹤0.01%
3,853
+1,618
1323
$280K ﹤0.01%
4,392
-19,345
1324
$276K ﹤0.01%
2,059
+85
1325
$276K ﹤0.01%
8,130
+7,021
51 52
53
54 55