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
2151
$26.3K ﹤0.01%
600
2152
$26.3K ﹤0.01%
1,500
2153
$26.3K ﹤0.01%
300
2154
$26.3K ﹤0.01%
2,276
2155
$26.3K ﹤0.01%
+700
2156
$26.2K ﹤0.01%
975
-2,358
2157
$26.1K ﹤0.01%
2,321
2158
$26.1K ﹤0.01%
400
2159
$25.9K ﹤0.01%
287
-614
2160
$25.9K ﹤0.01%
1,254
2161
$25.8K ﹤0.01%
1,427
+30
2162
$25.8K ﹤0.01%
2,206
2163
$25.8K ﹤0.01%
822
2164
$25.8K ﹤0.01%
2,500
2165
$25.7K ﹤0.01%
+1,277
2166
$25.6K ﹤0.01%
1,663
-298
2167
$25.4K ﹤0.01%
232
+33
2168
$25.4K ﹤0.01%
477
-437
2169
$25.3K ﹤0.01%
780
+153
2170
$25.3K ﹤0.01%
200
-30
2171
$25.1K ﹤0.01%
2,365
+36
2172
$25K ﹤0.01%
249
-4
2173
$24.9K ﹤0.01%
4,223
+10
2174
$24.9K ﹤0.01%
3,885
2175
$24.9K ﹤0.01%
210
85 86
87
88 89