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
126
$57.8M 0.08%
1,843,285
-38,795
127
$57.6M 0.08%
1,187,612
-677,053
128
$56.5M 0.08%
790,104
+49,899
129
$56.4M 0.08%
542,002
-8,448
130
$56.4M 0.08%
459,257
-284
131
$56.1M 0.08%
457,310
-13,852
132
$55.9M 0.08%
144,952
+2,051
133
$55.1M 0.08%
1,553,320
+891,221
134
$54.8M 0.08%
371,592
-67,060
135
$53.3M 0.07%
486,404
+18,335
136
$53.1M 0.07%
739,228
+79,070
137
$52M 0.07%
268,572
+48,101
138
$51.9M 0.07%
1,157,174
-162,619
139
$51.8M 0.07%
552,758
-46,185
140
$51.6M 0.07%
1,359,214
+58,360
141
$51.1M 0.07%
2,083,183
-1,125,763
142
$50.4M 0.07%
568,087
-4,533
143
$49.4M 0.07%
107,368
+292
144
$49M 0.07%
3,444,921
-602,657
145
$48.9M 0.07%
537,280
-18,419
146
$48.1M 0.07%
479,982
+16,396
147
$47.6M 0.07%
372,846
+2,854
148
$47.1M 0.07%
552,193
+398,897
149
$46.6M 0.07%
2,220,630
-150,886
150
$46.2M 0.06%
206,657
-2,907
4 5
6
7 8