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
1526
$159K ﹤0.01%
11,363
-126,804
1527
$158K ﹤0.01%
5,314
-29
1528
$157K ﹤0.01%
3,832
-3,309
1529
$157K ﹤0.01%
493
+313
1530
$157K ﹤0.01%
6,011
+2,996
1531
$156K ﹤0.01%
1,700
1532
$155K ﹤0.01%
5,052
-1,275
1533
$155K ﹤0.01%
8,076
+803
1534
$154K ﹤0.01%
6,440
+1,733
1535
$153K ﹤0.01%
3,696
-25,553
1536
$153K ﹤0.01%
1,976
-751
1537
$153K ﹤0.01%
2,469
+862
1538
$153K ﹤0.01%
217
+25
1539
$153K ﹤0.01%
1,141
+253
1540
$152K ﹤0.01%
7,786
+105
1541
$152K ﹤0.01%
3,651
-530
1542
$151K ﹤0.01%
415
-700
1543
$151K ﹤0.01%
3,870
-329
1544
$151K ﹤0.01%
12,688
+7,280
1545
$150K ﹤0.01%
6,911
-242
1546
$150K ﹤0.01%
3,278
+99
1547
$150K ﹤0.01%
7,474
+767
1548
$150K ﹤0.01%
2,573
+50
1549
$150K ﹤0.01%
2,550
+264
1550
$150K ﹤0.01%
2,974
+218
60 61
62
63 64