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
2251
$18.6K ﹤0.01%
734
+260
2252
$18.6K ﹤0.01%
403
-21
2253
$18.5K ﹤0.01%
938
+208
2254
$18.5K ﹤0.01%
1,150
+5
2255
$18.4K ﹤0.01%
18,246
2256
$18.4K ﹤0.01%
312
+2
2257
$18.3K ﹤0.01%
125
-6
2258
$18.3K ﹤0.01%
1,184
-1,426
2259
$18.3K ﹤0.01%
200
2260
$18.3K ﹤0.01%
551
+140
2261
$18.3K ﹤0.01%
1,819
-4,368
2262
$18.2K ﹤0.01%
327
+69
2263
$18.2K ﹤0.01%
441
+81
2264
$18.1K ﹤0.01%
1,549
-552
2265
$18K ﹤0.01%
700
2266
$18K ﹤0.01%
+572
2267
$18K ﹤0.01%
188
2268
$18K ﹤0.01%
1,000
2269
$17.9K ﹤0.01%
158
2270
$17.9K ﹤0.01%
202
-679
2271
$17.9K ﹤0.01%
5,034
-869
2272
$17.8K ﹤0.01%
+937
2273
$17.8K ﹤0.01%
3,854
-8,786
2274
$17.7K ﹤0.01%
278
+102
2275
$17.7K ﹤0.01%
127
-112
89 90
91
92 93