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
2301
$16.2K ﹤0.01%
660
2302
$16.2K ﹤0.01%
+154
2303
$16.2K ﹤0.01%
928
+648
2304
$16.1K ﹤0.01%
498
2305
$16.1K ﹤0.01%
300
+28
2306
$16K ﹤0.01%
2,004
2307
$16K ﹤0.01%
3,185
+9
2308
$16K ﹤0.01%
490
-430
2309
$15.9K ﹤0.01%
3,398
-47,656
2310
$15.8K ﹤0.01%
3,216
-302
2311
$15.6K ﹤0.01%
1,000
2312
$15.6K ﹤0.01%
283
-259
2313
$15.5K ﹤0.01%
700
2314
$15.5K ﹤0.01%
241
-474
2315
$15.5K ﹤0.01%
410
+90
2316
$15.4K ﹤0.01%
1,403
-522
2317
$15.3K ﹤0.01%
109
-81
2318
$15.2K ﹤0.01%
3,000
2319
$15.2K ﹤0.01%
+812
2320
$15.2K ﹤0.01%
501
+295
2321
$15.2K ﹤0.01%
1,018
+218
2322
$15.1K ﹤0.01%
+516
2323
$15K ﹤0.01%
600
2324
$15K ﹤0.01%
511
+96
2325
$14.9K ﹤0.01%
356
91 92
93
94 95