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
1926
$51.4K ﹤0.01%
883
+350
1927
$51.4K ﹤0.01%
3,167
+1,926
1928
$51.3K ﹤0.01%
385
-100
1929
$51.3K ﹤0.01%
279
-21
1930
$51.1K ﹤0.01%
608
1931
$51K ﹤0.01%
+2,005
1932
$50.9K ﹤0.01%
1,860
+772
1933
$50.8K ﹤0.01%
3,118
-50
1934
$50.7K ﹤0.01%
901
+56
1935
$50.4K ﹤0.01%
5,142
1936
$50.4K ﹤0.01%
188
-13
1937
$50.3K ﹤0.01%
232
-99
1938
$50.3K ﹤0.01%
4,289
+248
1939
$50.1K ﹤0.01%
2,000
1940
$50.1K ﹤0.01%
2,922
1941
$50K ﹤0.01%
2,800
+500
1942
$49.7K ﹤0.01%
1,408
1943
$49.6K ﹤0.01%
1,987
-214
1944
$49.3K ﹤0.01%
1,321
-1,025
1945
$49.3K ﹤0.01%
980
+60
1946
$49.2K ﹤0.01%
1,765
+875
1947
$49.1K ﹤0.01%
785
-491
1948
$49K ﹤0.01%
2,623
-1,431
1949
$48.7K ﹤0.01%
194
+127
1950
$48.7K ﹤0.01%
898
-53
76 77
78
79 80