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
1376
$239K ﹤0.01%
2,149
-83
1377
$237K ﹤0.01%
4,046
-46
1378
$236K ﹤0.01%
786
-25
1379
$235K ﹤0.01%
10,092
-859
1380
$234K ﹤0.01%
2,882
+59
1381
$233K ﹤0.01%
+32,181
1382
$232K ﹤0.01%
3,415
+194
1383
$231K ﹤0.01%
4,718
-46,778
1384
$231K ﹤0.01%
36,109
-2,020
1385
$230K ﹤0.01%
11,060
+1,268
1386
$229K ﹤0.01%
4,773
+304
1387
$229K ﹤0.01%
9,043
-644
1388
$228K ﹤0.01%
1,591
-4,288
1389
$228K ﹤0.01%
5,742
-13,601
1390
$228K ﹤0.01%
3,605
+843
1391
$227K ﹤0.01%
6,492
+20
1392
$227K ﹤0.01%
6,232
1393
$227K ﹤0.01%
35,000
1394
$226K ﹤0.01%
5,265
+44
1395
$226K ﹤0.01%
7,322
+2,498
1396
$226K ﹤0.01%
3,200
+628
1397
$224K ﹤0.01%
8,227
-592
1398
$224K ﹤0.01%
1,375
-51
1399
$224K ﹤0.01%
17,045
-23
1400
$224K ﹤0.01%
2,697
-118
54 55
56
57 58