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
1726
$88.9K ﹤0.01%
7,771
-501
1727
$88.8K ﹤0.01%
8,952
1728
$88K ﹤0.01%
960
1729
$88K ﹤0.01%
1,217
-6
1730
$87.9K ﹤0.01%
2,938
+46
1731
$87.7K ﹤0.01%
2,623
1732
$87.5K ﹤0.01%
1,673
-294
1733
$87.3K ﹤0.01%
4,077
+3,030
1734
$87.3K ﹤0.01%
1,874
+209
1735
$87K ﹤0.01%
2,181
-598
1736
$86.9K ﹤0.01%
3,052
-39
1737
$86.9K ﹤0.01%
1,786
+14
1738
$86.7K ﹤0.01%
2,067
+1,198
1739
$86.7K ﹤0.01%
2,343
-105
1740
$86.3K ﹤0.01%
2,169
1741
$85.7K ﹤0.01%
2,038
+80
1742
$85.7K ﹤0.01%
1,723
-66
1743
$85.6K ﹤0.01%
819
+102
1744
$85.6K ﹤0.01%
3,452
1745
$85.4K ﹤0.01%
2,309
1746
$84.6K ﹤0.01%
1,214
-268
1747
$84.5K ﹤0.01%
1,933
-36
1748
$84.4K ﹤0.01%
1,867
+503
1749
$84.4K ﹤0.01%
2,601
+248
1750
$84.3K ﹤0.01%
3,176
-235
68 69
70
71 72