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
2176
$24.9K ﹤0.01%
1,214
-21
2177
$24.8K ﹤0.01%
822
2178
$24.6K ﹤0.01%
801
-1,299
2179
$24.6K ﹤0.01%
2,977
+576
2180
$24.5K ﹤0.01%
105
-2
2181
$24.3K ﹤0.01%
200
-24
2182
$24.3K ﹤0.01%
+255
2183
$24.2K ﹤0.01%
475
-59
2184
$24.1K ﹤0.01%
1,160
2185
$24.1K ﹤0.01%
1,371
+70
2186
$24.1K ﹤0.01%
744
+128
2187
$24K ﹤0.01%
2,050
+2,000
2188
$23.9K ﹤0.01%
992
+10
2189
$23.8K ﹤0.01%
2,700
2190
$23.4K ﹤0.01%
606
+19
2191
$23.2K ﹤0.01%
463
+57
2192
$22.8K ﹤0.01%
1,500
2193
$22.8K ﹤0.01%
2,000
-399
2194
$22.8K ﹤0.01%
625
+3
2195
$22.7K ﹤0.01%
2,064
-7,203
2196
$22.6K ﹤0.01%
2,070
-4,066
2197
$22.5K ﹤0.01%
2,212
+212
2198
$22.4K ﹤0.01%
2,595
2199
$22.4K ﹤0.01%
1,005
+3
2200
$22.3K ﹤0.01%
1,732
-103
86 87
88
89 90