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
2076
$33.4K ﹤0.01%
1,443
-1,443
2077
$33.3K ﹤0.01%
429
-2
2078
$33.2K ﹤0.01%
459
-72
2079
$33.1K ﹤0.01%
1,234
+40
2080
$33K ﹤0.01%
7,247
+820
2081
$33K ﹤0.01%
8,948
+7,530
2082
$33K ﹤0.01%
880
2083
$32.9K ﹤0.01%
142
2084
$32.6K ﹤0.01%
1,043
-25,473
2085
$32.6K ﹤0.01%
980
-14,629
2086
$32.5K ﹤0.01%
109
2087
$32.4K ﹤0.01%
2,616
2088
$32.4K ﹤0.01%
266
-51
2089
$32.4K ﹤0.01%
1,644
+5
2090
$32.4K ﹤0.01%
140
+43
2091
$32.3K ﹤0.01%
1,629
+106
2092
$32.1K ﹤0.01%
875
2093
$32K ﹤0.01%
5,000
2094
$32K ﹤0.01%
1,690
2095
$31.8K ﹤0.01%
1,268
+878
2096
$31.8K ﹤0.01%
729
2097
$31.7K ﹤0.01%
302
-143
2098
$31.6K ﹤0.01%
440
+83
2099
$31.5K ﹤0.01%
405
-8,010
2100
$31.4K ﹤0.01%
1,685
+37
82 83
84
85 86