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
1776
$78.8K ﹤0.01%
5,209
1777
$78.8K ﹤0.01%
4,843
+5
1778
$78.2K ﹤0.01%
138
-9
1779
$78.1K ﹤0.01%
+2,643
1780
$77.8K ﹤0.01%
2,017
1781
$77.7K ﹤0.01%
1,079
-2,355
1782
$77.6K ﹤0.01%
1,188
+304
1783
$77.2K ﹤0.01%
1,095
-2,469
1784
$77.2K ﹤0.01%
3,587
+2,385
1785
$76.8K ﹤0.01%
11,522
-7,927
1786
$76.7K ﹤0.01%
4,956
+89
1787
$76.5K ﹤0.01%
1,949
-119
1788
$76.5K ﹤0.01%
7,270
+7,000
1789
$75.6K ﹤0.01%
816
-45
1790
$75.5K ﹤0.01%
1,211
+368
1791
$75.3K ﹤0.01%
788
-65
1792
$75K ﹤0.01%
931
-48
1793
$74.6K ﹤0.01%
2,000
1794
$74.5K ﹤0.01%
2,725
+157
1795
$74.3K ﹤0.01%
1,518
-190
1796
$74.3K ﹤0.01%
2,105
+85
1797
$74.1K ﹤0.01%
1,270
+10
1798
$73.7K ﹤0.01%
1,425
1799
$72.6K ﹤0.01%
1,434
+81
1800
$72.5K ﹤0.01%
1,931
+749
70 71
72
73 74