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
1551
$149K ﹤0.01%
3,358
+86
1552
$149K ﹤0.01%
10,282
+1,235
1553
$149K ﹤0.01%
707
+188
1554
$149K ﹤0.01%
3,738
-11
1555
$148K ﹤0.01%
15,990
+399
1556
$148K ﹤0.01%
12,778
+4,800
1557
$147K ﹤0.01%
1,804
+183
1558
$147K ﹤0.01%
+3,058
1559
$146K ﹤0.01%
3,521
1560
$146K ﹤0.01%
3,868
+161
1561
$146K ﹤0.01%
11,401
+28
1562
$145K ﹤0.01%
12,508
+70
1563
$145K ﹤0.01%
2,856
+373
1564
$144K ﹤0.01%
1,650
+93
1565
$143K ﹤0.01%
27,187
-789
1566
$142K ﹤0.01%
2,727
+224
1567
$142K ﹤0.01%
7,686
-66
1568
$141K ﹤0.01%
1,557
-179,348
1569
$140K ﹤0.01%
+5,300
1570
$140K ﹤0.01%
12,760
-10,593
1571
$140K ﹤0.01%
5,098
-43
1572
$139K ﹤0.01%
11,957
-8,043
1573
$138K ﹤0.01%
2,700
1574
$138K ﹤0.01%
1,714
+177
1575
$138K ﹤0.01%
3,025
-1,463
61 62
63
64 65