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
1901
$55K ﹤0.01%
6,721
+6,252
1902
$54.7K ﹤0.01%
650
+111
1903
$54.7K ﹤0.01%
261
+204
1904
$54.7K ﹤0.01%
2,839
-40
1905
$54.5K ﹤0.01%
1,785
+590
1906
$54.3K ﹤0.01%
350
1907
$54K ﹤0.01%
2,781
+88
1908
$53.7K ﹤0.01%
655
-26
1909
$53.4K ﹤0.01%
726
1910
$53.2K ﹤0.01%
3,293
+437
1911
$53.2K ﹤0.01%
4,262
1912
$53.1K ﹤0.01%
5,010
+1,179
1913
$53.1K ﹤0.01%
577
+471
1914
$53K ﹤0.01%
979
-213
1915
$52.9K ﹤0.01%
2,202
1916
$52.6K ﹤0.01%
521
+224
1917
$52.6K ﹤0.01%
886
+821
1918
$52.6K ﹤0.01%
362
1919
$52.5K ﹤0.01%
5,257
+5,250
1920
$52.5K ﹤0.01%
236
-104
1921
$52.4K ﹤0.01%
1,252
-295
1922
$52.4K ﹤0.01%
2,242
-208
1923
$52K ﹤0.01%
11,051
-1,549
1924
$51.8K ﹤0.01%
1,402
-86
1925
$51.7K ﹤0.01%
3,545
+502
75 76
77
78 79