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
1701
$97.2K ﹤0.01%
1,278
+206
1702
$97K ﹤0.01%
5,085
1703
$96.5K ﹤0.01%
3,387
-881
1704
$95.8K ﹤0.01%
5,500
1705
$95.5K ﹤0.01%
3,305
+2,952
1706
$95.4K ﹤0.01%
1,406
+7
1707
$95.4K ﹤0.01%
2,141
+5
1708
$95.3K ﹤0.01%
2,803
+880
1709
$95.2K ﹤0.01%
1,384
+11
1710
$95K ﹤0.01%
1,780
+347
1711
$94.9K ﹤0.01%
2,375
1712
$94.8K ﹤0.01%
+2,544
1713
$94.6K ﹤0.01%
1,194
1714
$93.2K ﹤0.01%
719
-31
1715
$93.1K ﹤0.01%
4,100
1716
$92.4K ﹤0.01%
11,353
+483
1717
$92.3K ﹤0.01%
1,486
+643
1718
$92.3K ﹤0.01%
1,264
-120
1719
$92.2K ﹤0.01%
843
+48
1720
$91.8K ﹤0.01%
3,844
+874
1721
$91.6K ﹤0.01%
8,522
1722
$91.4K ﹤0.01%
5,729
+2,080
1723
$91.3K ﹤0.01%
422
+24
1724
$89.8K ﹤0.01%
1,704
1725
$89.1K ﹤0.01%
186
+23
67 68
69
70 71