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
1476
$179K ﹤0.01%
7,471
-173
1477
$179K ﹤0.01%
5,000
1478
$178K ﹤0.01%
6,181
-358
1479
$178K ﹤0.01%
4,644
1480
$178K ﹤0.01%
4,757
+1,306
1481
$177K ﹤0.01%
16,547
-11,218
1482
$176K ﹤0.01%
3,902
+1,037
1483
$176K ﹤0.01%
1,240
-87
1484
$175K ﹤0.01%
2,792
1485
$175K ﹤0.01%
1,822
+356
1486
$174K ﹤0.01%
4,623
-719
1487
$173K ﹤0.01%
489
+77
1488
$173K ﹤0.01%
2,582
-3,155
1489
$173K ﹤0.01%
14,813
+2,758
1490
$173K ﹤0.01%
561
1491
$172K ﹤0.01%
5,159
1492
$172K ﹤0.01%
1,511
-98
1493
$171K ﹤0.01%
66,712
+52,749
1494
$171K ﹤0.01%
562
-165
1495
$171K ﹤0.01%
23,715
-783
1496
$170K ﹤0.01%
5,220
-2,979
1497
$170K ﹤0.01%
3,378
+1,137
1498
$170K ﹤0.01%
8,361
+747
1499
$170K ﹤0.01%
19,100
-1,000
1500
$170K ﹤0.01%
16,260
-6,252
58 59
60
61 62