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
1801
$72.4K ﹤0.01%
1,836
+766
1802
$72.1K ﹤0.01%
4,041
+132
1803
$71.9K ﹤0.01%
5,803
1804
$71.9K ﹤0.01%
6,749
+307
1805
$71.6K ﹤0.01%
408
+29
1806
$71.1K ﹤0.01%
+1,500
1807
$71.1K ﹤0.01%
3,364
+744
1808
$71K ﹤0.01%
2,033
-29
1809
$70.9K ﹤0.01%
3,260
+1,967
1810
$70.6K ﹤0.01%
1,018
1811
$70.6K ﹤0.01%
1,655
-140
1812
$70.4K ﹤0.01%
1,241
1813
$70.4K ﹤0.01%
1,453
1814
$69.9K ﹤0.01%
885
+530
1815
$69.9K ﹤0.01%
2,500
1816
$69.9K ﹤0.01%
7,014
-200
1817
$69.8K ﹤0.01%
1,766
+438
1818
$69.7K ﹤0.01%
4,100
-1,353
1819
$69.4K ﹤0.01%
8,592
-11,069
1820
$69.4K ﹤0.01%
2,967
+1,285
1821
$69.2K ﹤0.01%
2,929
+110
1822
$69.1K ﹤0.01%
1,774
+966
1823
$68.9K ﹤0.01%
2,665
+45
1824
$68.8K ﹤0.01%
1,088
-105
1825
$68.5K ﹤0.01%
636
+5
71 72
73
74 75