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
1676
$102K ﹤0.01%
1,950
-725
1677
$102K ﹤0.01%
872
-20
1678
$102K ﹤0.01%
2,622
+160
1679
$102K ﹤0.01%
9,430
-16
1680
$102K ﹤0.01%
5,701
1681
$102K ﹤0.01%
9,041
1682
$101K ﹤0.01%
3,575
-600
1683
$101K ﹤0.01%
755
-8
1684
$100K ﹤0.01%
4,422
1685
$100K ﹤0.01%
396
-23
1686
$100K ﹤0.01%
571
+15
1687
$99.9K ﹤0.01%
2,654
+280
1688
$99.9K ﹤0.01%
1,090
-271
1689
$99.8K ﹤0.01%
11,239
+65
1690
$99.4K ﹤0.01%
10,001
-1,902
1691
$99.4K ﹤0.01%
8,980
-1,525
1692
$99.3K ﹤0.01%
1,064
-180
1693
$99.3K ﹤0.01%
2,727
1694
$99.1K ﹤0.01%
2,027
-35
1695
$99K ﹤0.01%
4,136
+1,396
1696
$98.5K ﹤0.01%
440
+244
1697
$98.2K ﹤0.01%
12,850
+30
1698
$98.2K ﹤0.01%
5,000
1699
$97.8K ﹤0.01%
8,538
-832
1700
$97.5K ﹤0.01%
6,344
+4,054
66 67
68
69 70