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
1751
$84.2K ﹤0.01%
6,754
1752
$84K ﹤0.01%
2,700
1753
$83.9K ﹤0.01%
672
-45
1754
$83.2K ﹤0.01%
+4,620
1755
$83.1K ﹤0.01%
2,029
-188
1756
$82.8K ﹤0.01%
3,769
1757
$82.7K ﹤0.01%
2,018
-87
1758
$82.7K ﹤0.01%
1,250
+76
1759
$82.4K ﹤0.01%
+3,923
1760
$82.2K ﹤0.01%
422
-18
1761
$82.1K ﹤0.01%
575
+291
1762
$82.1K ﹤0.01%
1,610
1763
$82.1K ﹤0.01%
2,569
-207
1764
$81.3K ﹤0.01%
5,238
1765
$81.1K ﹤0.01%
8,950
+1,450
1766
$80.9K ﹤0.01%
42,803
-14,701
1767
$80.8K ﹤0.01%
353
+329
1768
$80.7K ﹤0.01%
12,281
-1,293
1769
$80.3K ﹤0.01%
1,450
1770
$80.1K ﹤0.01%
12,756
1771
$79.4K ﹤0.01%
68
-55
1772
$79.1K ﹤0.01%
1,092
-23
1773
$79K ﹤0.01%
10,726
+1,212
1774
$79K ﹤0.01%
852
-326
1775
$78.9K ﹤0.01%
2,700
+2,500
69 70
71
72 73