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
201
$33M 0.05%
1,024,446
-273,389
202
$32.8M 0.05%
2,057,523
+1,182
203
$32.6M 0.05%
662,313
-12,891
204
$32.4M 0.05%
531,942
-351,929
205
$32.2M 0.05%
1,393,190
+22,246
206
$32M 0.04%
301,425
-5,756
207
$31.9M 0.04%
46,890
+3,874
208
$31.8M 0.04%
604,073
+44,516
209
$31.7M 0.04%
79,419
+1,480
210
$31M 0.04%
850,513
+34,788
211
$30.9M 0.04%
527,808
+101,024
212
$30.3M 0.04%
1,012,723
-33,410
213
$30.1M 0.04%
255,692
-21,730
214
$29.9M 0.04%
547,990
+315,220
215
$29.9M 0.04%
445,565
-19,500
216
$29.1M 0.04%
469,754
+28,842
217
$28.9M 0.04%
452,637
-55,696
218
$28.9M 0.04%
88,273
-2,493
219
$28.8M 0.04%
655,679
+156,781
220
$28.7M 0.04%
126,999
-2,512
221
$27.8M 0.04%
263,963
+95,581
222
$27.3M 0.04%
196,093
-9,192
223
$27M 0.04%
78,724
+1,194
224
$27M 0.04%
459,848
+45,991
225
$27M 0.04%
118,884
-47,169
7 8
9
10 11