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
1576
$137K ﹤0.01%
1,985
-2
1577
$136K ﹤0.01%
1,641
-42
1578
$136K ﹤0.01%
13,886
-163
1579
$136K ﹤0.01%
3,945
+2
1580
$136K ﹤0.01%
6,951
+19
1581
$136K ﹤0.01%
3,108
+5
1582
$136K ﹤0.01%
5,884
-3,951
1583
$135K ﹤0.01%
2,675
-317
1584
$135K ﹤0.01%
+5,991
1585
$134K ﹤0.01%
10,659
-2,000
1586
$134K ﹤0.01%
8,487
-4,938
1587
$134K ﹤0.01%
1,597
-327
1588
$134K ﹤0.01%
1,548
+277
1589
$133K ﹤0.01%
1,358
1590
$133K ﹤0.01%
12,042
+2
1591
$131K ﹤0.01%
2,872
1592
$131K ﹤0.01%
7,833
+2,333
1593
$131K ﹤0.01%
14,139
-1,330
1594
$130K ﹤0.01%
1,993
+1,738
1595
$130K ﹤0.01%
2,029
1596
$130K ﹤0.01%
1,008
1597
$129K ﹤0.01%
4,125
1598
$129K ﹤0.01%
2,205
+3
1599
$128K ﹤0.01%
14,431
-3,850
1600
$127K ﹤0.01%
5,911
+858
62 63
64
65 66