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
1851
$64.9K ﹤0.01%
4,052
1852
$64.9K ﹤0.01%
456
+44
1853
$64.8K ﹤0.01%
2,586
1854
$64.8K ﹤0.01%
5,308
-3,309
1855
$64.6K ﹤0.01%
+2,530
1856
$64.4K ﹤0.01%
16,765
+15
1857
$64K ﹤0.01%
2,447
-2,000
1858
$63.6K ﹤0.01%
1,695
-192
1859
$63.6K ﹤0.01%
1,994
-10,115
1860
$63.5K ﹤0.01%
7,750
-2,040
1861
$63.2K ﹤0.01%
1,040
-3,658
1862
$62.8K ﹤0.01%
1,832
+607
1863
$62.7K ﹤0.01%
1,817
1864
$62.7K ﹤0.01%
4,478
+2,255
1865
$62.5K ﹤0.01%
2,020
+4
1866
$62.3K ﹤0.01%
1,953
+827
1867
$62K ﹤0.01%
4,479
+1,902
1868
$62K ﹤0.01%
1,733
1869
$61.9K ﹤0.01%
758
+486
1870
$61.7K ﹤0.01%
1,520
-300
1871
$61.7K ﹤0.01%
5,422
+2,964
1872
$61.1K ﹤0.01%
1,743
-1,039
1873
$61K ﹤0.01%
5,000
1874
$60.9K ﹤0.01%
3,066
+1,571
1875
$60.8K ﹤0.01%
9,612
-12,243
73 74
75
76 77