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
2201
$22.3K ﹤0.01%
636
+85
2202
$22.2K ﹤0.01%
1,203
+10
2203
$22.2K ﹤0.01%
5,011
+4,876
2204
$22.1K ﹤0.01%
498
-224
2205
$21.9K ﹤0.01%
321
-1,891
2206
$21.8K ﹤0.01%
+2,261
2207
$21.8K ﹤0.01%
198
+123
2208
$21.8K ﹤0.01%
3,900
2209
$21.6K ﹤0.01%
+1,000
2210
$21.5K ﹤0.01%
3,052
+2,256
2211
$21.5K ﹤0.01%
+970
2212
$21.5K ﹤0.01%
1,000
2213
$21.3K ﹤0.01%
2,236
2214
$21.3K ﹤0.01%
177
-5
2215
$21.2K ﹤0.01%
806
+15
2216
$21.2K ﹤0.01%
2,253
2217
$21.1K ﹤0.01%
+2,326
2218
$21K ﹤0.01%
2,000
2219
$20.9K ﹤0.01%
3,000
2220
$20.9K ﹤0.01%
100
2221
$20.8K ﹤0.01%
362
+115
2222
$20.8K ﹤0.01%
189
-3
2223
$20.8K ﹤0.01%
2,801
-1,500
2224
$20.7K ﹤0.01%
844
2225
$20.6K ﹤0.01%
1,173
+1,071
87 88
89
90 91