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
1651
$110K ﹤0.01%
10,827
-81,042
1652
$110K ﹤0.01%
648
-729
1653
$109K ﹤0.01%
2,732
+2,477
1654
$108K ﹤0.01%
1,554
+11
1655
$108K ﹤0.01%
4,599
+372
1656
$108K ﹤0.01%
5,956
+71
1657
$108K ﹤0.01%
548
-18
1658
$108K ﹤0.01%
8,832
1659
$108K ﹤0.01%
1,204
-1,290
1660
$108K ﹤0.01%
14,833
+905
1661
$108K ﹤0.01%
651
-54
1662
$108K ﹤0.01%
3,519
1663
$106K ﹤0.01%
1,536
1664
$106K ﹤0.01%
531
+158
1665
$106K ﹤0.01%
2,130
+736
1666
$105K ﹤0.01%
6,761
-12,731
1667
$105K ﹤0.01%
5,057
-1,196
1668
$105K ﹤0.01%
708
+36
1669
$105K ﹤0.01%
2,780
1670
$105K ﹤0.01%
2,177
+1,953
1671
$104K ﹤0.01%
1,912
-346
1672
$104K ﹤0.01%
2,732
+151
1673
$104K ﹤0.01%
1,543
1674
$104K ﹤0.01%
2,182
-10
1675
$103K ﹤0.01%
1,948
-684
65 66
67
68 69