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
1451
$194K ﹤0.01%
4,000
-50
1452
$193K ﹤0.01%
+8,392
1453
$193K ﹤0.01%
12,492
-9,796
1454
$192K ﹤0.01%
6,224
-51
1455
$192K ﹤0.01%
692
+26
1456
$191K ﹤0.01%
5,080
+2,590
1457
$191K ﹤0.01%
4,832
+125
1458
$190K ﹤0.01%
8,216
+4,097
1459
$190K ﹤0.01%
10,025
-14,804
1460
$189K ﹤0.01%
42,507
+2,713
1461
$188K ﹤0.01%
3,590
1462
$188K ﹤0.01%
43,912
+3,601
1463
$188K ﹤0.01%
5,722
-1,522
1464
$187K ﹤0.01%
6,684
+187
1465
$187K ﹤0.01%
23,124
+2,728
1466
$187K ﹤0.01%
4,200
1467
$186K ﹤0.01%
829
+130
1468
$185K ﹤0.01%
10,350
+2,957
1469
$185K ﹤0.01%
1,518
1470
$183K ﹤0.01%
18,859
-4,473
1471
$183K ﹤0.01%
+3,506
1472
$181K ﹤0.01%
3,807
-1,047
1473
$181K ﹤0.01%
5,896
-69
1474
$181K ﹤0.01%
894
+17
1475
$180K ﹤0.01%
5,834
+2,135
57 58
59
60 61