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
1826
$68.4K ﹤0.01%
6,871
1827
$68.4K ﹤0.01%
700
+381
1828
$68.2K ﹤0.01%
1,612
-21
1829
$68.1K ﹤0.01%
420
-1,806
1830
$68K ﹤0.01%
5,068
+865
1831
$67.8K ﹤0.01%
9,798
-3,712
1832
$67.4K ﹤0.01%
11,595
+340
1833
$67K ﹤0.01%
+700
1834
$67K ﹤0.01%
2,520
1835
$66.9K ﹤0.01%
3,897
+225
1836
$66.8K ﹤0.01%
2,462
+1,744
1837
$66.6K ﹤0.01%
3,882
+111
1838
$66.6K ﹤0.01%
4,100
-100
1839
$66.6K ﹤0.01%
3,772
+1,137
1840
$66.5K ﹤0.01%
25,093
-6,301
1841
$66.5K ﹤0.01%
1,505
-359
1842
$66.5K ﹤0.01%
1,487
1843
$66.4K ﹤0.01%
5,491
-1,633
1844
$66K ﹤0.01%
1,422
-5
1845
$65.8K ﹤0.01%
1,035
+653
1846
$65.7K ﹤0.01%
591
-307
1847
$65.3K ﹤0.01%
2,296
1848
$65.3K ﹤0.01%
805
+18
1849
$65.2K ﹤0.01%
812
+92
1850
$64.9K ﹤0.01%
2,871
-290
72 73
74
75 76