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
1951
$48.6K ﹤0.01%
+3,653
1952
$48.3K ﹤0.01%
596
1953
$48.2K ﹤0.01%
206
+149
1954
$48.1K ﹤0.01%
744
+574
1955
$47.8K ﹤0.01%
1,118
+38
1956
$47.3K ﹤0.01%
1,962
1957
$47K ﹤0.01%
812
-180
1958
$46.9K ﹤0.01%
1,900
1959
$46.8K ﹤0.01%
2,147
-100
1960
$46.7K ﹤0.01%
899
-47
1961
$46.6K ﹤0.01%
1,581
1962
$46.5K ﹤0.01%
2,845
-3,000
1963
$46.4K ﹤0.01%
498
+84
1964
$45.9K ﹤0.01%
2,956
+142
1965
$45.8K ﹤0.01%
2,079
1966
$45.8K ﹤0.01%
1,017
+598
1967
$45.5K ﹤0.01%
3,207
+71
1968
$45.4K ﹤0.01%
9,940
+225
1969
$44.8K ﹤0.01%
973
+654
1970
$44.7K ﹤0.01%
753
+124
1971
$44.6K ﹤0.01%
743
-172
1972
$44.6K ﹤0.01%
1,084
+609
1973
$44.5K ﹤0.01%
225
+188
1974
$44.3K ﹤0.01%
1,267
-42
1975
$44.3K ﹤0.01%
1,000
77 78
79
80 81