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
1876
$60.8K ﹤0.01%
5,550
+55
1877
$60.8K ﹤0.01%
1,750
+472
1878
$60.8K ﹤0.01%
1,115
1879
$60.7K ﹤0.01%
+1,374
1880
$60.5K ﹤0.01%
3,460
+69
1881
$60.5K ﹤0.01%
2,967
+2,822
1882
$60K ﹤0.01%
1,215
-71
1883
$59.6K ﹤0.01%
1,923
+334
1884
$59.2K ﹤0.01%
3,673
+100
1885
$58.7K ﹤0.01%
1,884
+1,435
1886
$58.6K ﹤0.01%
2,000
-125
1887
$58.6K ﹤0.01%
800
+1
1888
$58.5K ﹤0.01%
3,203
-498
1889
$57.9K ﹤0.01%
380
-80
1890
$57.6K ﹤0.01%
690
+175
1891
$57.2K ﹤0.01%
1,010
-27
1892
$56.7K ﹤0.01%
3,443
+467
1893
$56.7K ﹤0.01%
3,175
-7,062
1894
$56.3K ﹤0.01%
3,000
1895
$56.3K ﹤0.01%
1,935
-1,738
1896
$56.1K ﹤0.01%
785
+742
1897
$55.9K ﹤0.01%
1,143
-120
1898
$55.6K ﹤0.01%
1,769
+364
1899
$55.1K ﹤0.01%
327
-18
1900
$55K ﹤0.01%
3,108
+108
74 75
76
77 78