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
2326
$14.9K ﹤0.01%
200
2327
$14.9K ﹤0.01%
236
+1
2328
$14.8K ﹤0.01%
+1,330
2329
$14.8K ﹤0.01%
419
+5
2330
$14.8K ﹤0.01%
209
2331
$14.7K ﹤0.01%
800
2332
$14.7K ﹤0.01%
292
-41
2333
$14.6K ﹤0.01%
424
+200
2334
$14.5K ﹤0.01%
1,558
+12
2335
$14.5K ﹤0.01%
+152
2336
$14.5K ﹤0.01%
+185
2337
$14.4K ﹤0.01%
79
+6
2338
$14.4K ﹤0.01%
+10,000
2339
$14.4K ﹤0.01%
8,439
+7,949
2340
$14.4K ﹤0.01%
243
-13
2341
$14.4K ﹤0.01%
210
2342
$14.3K ﹤0.01%
228
+208
2343
$14.2K ﹤0.01%
1,339
-1,366
2344
$14.2K ﹤0.01%
445
2345
$14.2K ﹤0.01%
1,100
2346
$14.1K ﹤0.01%
901
2347
$14.1K ﹤0.01%
459
-324
2348
$13.9K ﹤0.01%
369
-645
2349
$13.9K ﹤0.01%
+500
2350
$13.9K ﹤0.01%
309
92 93
94
95 96