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
176
$38M 0.05%
390,756
+239,135
177
$38M 0.05%
419,531
-445,160
178
$37.9M 0.05%
270,444
-2,568
179
$37.2M 0.05%
613,476
+238,025
180
$37.2M 0.05%
372,146
-17,302
181
$36.9M 0.05%
620,709
-224,730
182
$36.9M 0.05%
346,377
+2,025
183
$36.8M 0.05%
1,551,388
+267,130
184
$36.5M 0.05%
483,400
+191,066
185
$36.3M 0.05%
129,896
-252
186
$36.1M 0.05%
681,992
+183,938
187
$35.8M 0.05%
343,135
-5,323
188
$35.3M 0.05%
1,289,638
+1,187,849
189
$34.8M 0.05%
416,197
+377,012
190
$34.8M 0.05%
195,548
+1,964
191
$34.6M 0.05%
217,321
+12,093
192
$34.6M 0.05%
339,980
-201,745
193
$34.1M 0.05%
157,378
+1,885
194
$34M 0.05%
845,674
-208,732
195
$33.9M 0.05%
205,611
-1,883
196
$33.8M 0.05%
587,123
+26,745
197
$33.5M 0.05%
305,807
+23,756
198
$33.4M 0.05%
13,591
-176
199
$33.4M 0.05%
200,431
+1,892
200
$33.4M 0.05%
879,926
+28,881
6 7
8
9 10