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
2101
$31.4K ﹤0.01%
2,520
+25
2102
$31.3K ﹤0.01%
808
+520
2103
$31.2K ﹤0.01%
1,000
2104
$31.2K ﹤0.01%
616
-2,514
2105
$31.1K ﹤0.01%
1,133
-48
2106
$31K ﹤0.01%
648
+585
2107
$30.9K ﹤0.01%
2,398
-73
2108
$30.9K ﹤0.01%
1,250
-1,203
2109
$30.7K ﹤0.01%
+865
2110
$30.4K ﹤0.01%
4,080
-15
2111
$30.1K ﹤0.01%
3,000
2112
$30.1K ﹤0.01%
2,620
2113
$29.7K ﹤0.01%
1,700
-15
2114
$29.6K ﹤0.01%
559
-2
2115
$29.4K ﹤0.01%
853
-48
2116
$29.4K ﹤0.01%
828
2117
$29.4K ﹤0.01%
2,438
+243
2118
$29.4K ﹤0.01%
1,990
-371
2119
$29.3K ﹤0.01%
2,436
-661
2120
$29.3K ﹤0.01%
2,097
+1,024
2121
$29.2K ﹤0.01%
2,697
2122
$28.9K ﹤0.01%
124
-81
2123
$28.8K ﹤0.01%
144
+5
2124
$28.8K ﹤0.01%
361
+242
2125
$28.6K ﹤0.01%
1,101
+62
83 84
85
86 87