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
2276
$17.5K ﹤0.01%
5,458
2277
$17.5K ﹤0.01%
1,666
+144
2278
$17.5K ﹤0.01%
183
+94
2279
$17.3K ﹤0.01%
112
-67
2280
$17.3K ﹤0.01%
607
+61
2281
$17.2K ﹤0.01%
1,000
2282
$17.1K ﹤0.01%
99
+36
2283
$17K ﹤0.01%
+503
2284
$17K ﹤0.01%
218
2285
$17K ﹤0.01%
1,841
+251
2286
$17K ﹤0.01%
81
-24
2287
$16.9K ﹤0.01%
2,428
+16
2288
$16.9K ﹤0.01%
600
-50
2289
$16.9K ﹤0.01%
340
-2,396
2290
$16.9K ﹤0.01%
382
-21
2291
$16.8K ﹤0.01%
100
-199
2292
$16.8K ﹤0.01%
804
-827
2293
$16.8K ﹤0.01%
236
+4
2294
$16.8K ﹤0.01%
1,797
+1,508
2295
$16.7K ﹤0.01%
249
+182
2296
$16.7K ﹤0.01%
447
-345
2297
$16.6K ﹤0.01%
304
2298
$16.5K ﹤0.01%
189
+19
2299
$16.5K ﹤0.01%
3,086
2300
$16.4K ﹤0.01%
923
+898
90 91
92
93 94