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
1501
$170K ﹤0.01%
1,740
+106
1502
$170K ﹤0.01%
4,574
+574
1503
$169K ﹤0.01%
12,345
-1,090
1504
$168K ﹤0.01%
7,097
+963
1505
$168K ﹤0.01%
1,447
-22
1506
$168K ﹤0.01%
3,298
+111
1507
$167K ﹤0.01%
2,448
+40
1508
$166K ﹤0.01%
9,584
+538
1509
$165K ﹤0.01%
8,303
+1,942
1510
$165K ﹤0.01%
7,221
1511
$165K ﹤0.01%
3,894
-558
1512
$164K ﹤0.01%
6,911
+871
1513
$164K ﹤0.01%
18,233
+514
1514
$164K ﹤0.01%
13,919
1515
$164K ﹤0.01%
1,980
1516
$163K ﹤0.01%
12,504
+1,280
1517
$163K ﹤0.01%
1,987
-224
1518
$163K ﹤0.01%
2,344
+1
1519
$163K ﹤0.01%
4,384
+705
1520
$162K ﹤0.01%
8,594
-46
1521
$161K ﹤0.01%
13,318
+8,885
1522
$161K ﹤0.01%
491
+41
1523
$161K ﹤0.01%
9,227
-503
1524
$159K ﹤0.01%
4,580
-1,380
1525
$159K ﹤0.01%
7,479
+4,186
59 60
61
62 63