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
2126
$28.5K ﹤0.01%
661
2127
$28.5K ﹤0.01%
2,677
-8,621
2128
$28.3K ﹤0.01%
340
-2,489
2129
$28.2K ﹤0.01%
910
+11
2130
$28.1K ﹤0.01%
1,197
+983
2131
$28K ﹤0.01%
+700
2132
$28K ﹤0.01%
+891
2133
$27.9K ﹤0.01%
+1,117
2134
$27.9K ﹤0.01%
+1,159
2135
$27.9K ﹤0.01%
6,500
2136
$27.8K ﹤0.01%
3,000
2137
$27.8K ﹤0.01%
4,300
2138
$27.5K ﹤0.01%
1,990
-516
2139
$27.5K ﹤0.01%
3,199
2140
$27.4K ﹤0.01%
+2,225
2141
$27.4K ﹤0.01%
+2,500
2142
$27.1K ﹤0.01%
3,409
-900
2143
$27K ﹤0.01%
625
2144
$27K ﹤0.01%
4,000
2145
$26.9K ﹤0.01%
376
2146
$26.8K ﹤0.01%
7,822
+1,348
2147
$26.5K ﹤0.01%
489
-59
2148
$26.4K ﹤0.01%
+569
2149
$26.4K ﹤0.01%
886
-298
2150
$26.4K ﹤0.01%
1,600
84 85
86
87 88