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
1426
$207K ﹤0.01%
1,023
+38
1427
$207K ﹤0.01%
11,576
+211
1428
$206K ﹤0.01%
6,455
-10,890
1429
$206K ﹤0.01%
37
-2
1430
$205K ﹤0.01%
4,822
-915
1431
$205K ﹤0.01%
78,056
+5,493
1432
$205K ﹤0.01%
2,047
+339
1433
$203K ﹤0.01%
5,324
+1,924
1434
$203K ﹤0.01%
23,481
+20,828
1435
$203K ﹤0.01%
8,313
-6,547
1436
$203K ﹤0.01%
5,279
+605
1437
$203K ﹤0.01%
5,829
-2,770
1438
$202K ﹤0.01%
2,446
-2,527
1439
$202K ﹤0.01%
3,851
-226
1440
$201K ﹤0.01%
562
+7
1441
$200K ﹤0.01%
1,786
-18
1442
$199K ﹤0.01%
356
1443
$199K ﹤0.01%
2,368
-673
1444
$198K ﹤0.01%
17,679
-4,412
1445
$198K ﹤0.01%
2,397
+60
1446
$198K ﹤0.01%
18,692
+1,100
1447
$197K ﹤0.01%
2,035
1448
$195K ﹤0.01%
9,243
+698
1449
$194K ﹤0.01%
7,466
-25
1450
$194K ﹤0.01%
+50,346
56 57
58
59 60