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
1401
$222K ﹤0.01%
2,841
-1,514
1402
$222K ﹤0.01%
10,789
+5,833
1403
$221K ﹤0.01%
6,309
+197
1404
$220K ﹤0.01%
+4,612
1405
$220K ﹤0.01%
25,634
-6,713
1406
$220K ﹤0.01%
34,064
-2,781
1407
$220K ﹤0.01%
6,923
+689
1408
$219K ﹤0.01%
3,955
+492
1409
$219K ﹤0.01%
11,801
-96,936
1410
$219K ﹤0.01%
9,577
+4,735
1411
$219K ﹤0.01%
13,662
-1,852
1412
$218K ﹤0.01%
3,556
+153
1413
$216K ﹤0.01%
4,950
+1,291
1414
$216K ﹤0.01%
2,688
+825
1415
$214K ﹤0.01%
43,664
-7,924
1416
$214K ﹤0.01%
8,398
-943
1417
$213K ﹤0.01%
4,223
-467
1418
$213K ﹤0.01%
2,186
+1,188
1419
$213K ﹤0.01%
2,557
-43
1420
$213K ﹤0.01%
2,838
+630
1421
$210K ﹤0.01%
1,035
-6
1422
$209K ﹤0.01%
2,581
-23
1423
$209K ﹤0.01%
17,937
-3,667
1424
$209K ﹤0.01%
1,865
-4,246
1425
$208K ﹤0.01%
18,361
-10,530
55 56
57
58 59