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
1326
$276K ﹤0.01%
4,316
+123
1327
$275K ﹤0.01%
6,769
+80
1328
$275K ﹤0.01%
8,152
+5,236
1329
$273K ﹤0.01%
25,942
+23,823
1330
$272K ﹤0.01%
7,082
+3,261
1331
$272K ﹤0.01%
7,156
+762
1332
$271K ﹤0.01%
14,177
-597
1333
$270K ﹤0.01%
10,501
+581
1334
$269K ﹤0.01%
5,068
+1,113
1335
$269K ﹤0.01%
2,521
-266
1336
$268K ﹤0.01%
3,841
+246
1337
$267K ﹤0.01%
227
+2
1338
$267K ﹤0.01%
11,552
1339
$265K ﹤0.01%
5,714
+4,399
1340
$264K ﹤0.01%
7,512
-1,599
1341
$263K ﹤0.01%
2,602
-164
1342
$262K ﹤0.01%
11,321
-51
1343
$261K ﹤0.01%
6,411
+883
1344
$261K ﹤0.01%
1,584
-287
1345
$261K ﹤0.01%
1,943
-316
1346
$261K ﹤0.01%
12,371
+249
1347
$261K ﹤0.01%
8,393
+794
1348
$260K ﹤0.01%
9,650
+350
1349
$259K ﹤0.01%
11,416
+6,859
1350
$259K ﹤0.01%
4,375
-200
52 53
54
55 56