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
1351
$258K ﹤0.01%
3,535
+520
1352
$258K ﹤0.01%
5,939
+1,460
1353
$258K ﹤0.01%
10,708
+802
1354
$257K ﹤0.01%
20,317
-13,526
1355
$257K ﹤0.01%
7,057
-1,017
1356
$255K ﹤0.01%
2,255
-5,021
1357
$254K ﹤0.01%
6,002
-875
1358
$254K ﹤0.01%
3,389
+44
1359
$254K ﹤0.01%
3,339
-3,232
1360
$253K ﹤0.01%
1,796
+786
1361
$252K ﹤0.01%
2,831
-3,896
1362
$252K ﹤0.01%
1,180
-56
1363
$249K ﹤0.01%
3,672
+31
1364
$247K ﹤0.01%
1,672
1365
$247K ﹤0.01%
30,608
-22,113
1366
$247K ﹤0.01%
22,357
-2,776
1367
$247K ﹤0.01%
22,437
-1,208
1368
$247K ﹤0.01%
6,902
-15
1369
$246K ﹤0.01%
2,717
-5,782
1370
$245K ﹤0.01%
12,538
-11,768
1371
$244K ﹤0.01%
3,757
-25
1372
$244K ﹤0.01%
5,928
-479
1373
$243K ﹤0.01%
6,000
1374
$243K ﹤0.01%
6,146
+645
1375
$241K ﹤0.01%
2,224
+743
53 54
55
56 57