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
2351
$13.9K ﹤0.01%
2,800
2352
$13.8K ﹤0.01%
97
2353
$13.8K ﹤0.01%
895
2354
$13.7K ﹤0.01%
750
2355
$13.7K ﹤0.01%
238
-59
2356
$13.7K ﹤0.01%
207
+2
2357
$13.7K ﹤0.01%
1,237
2358
$13.6K ﹤0.01%
1,014
-146
2359
$13.6K ﹤0.01%
+473
2360
$13.6K ﹤0.01%
491
-575
2361
$13.6K ﹤0.01%
477
+27
2362
$13.5K ﹤0.01%
+944
2363
$13.5K ﹤0.01%
7,844
2364
$13.4K ﹤0.01%
1,123
-2,288
2365
$13.4K ﹤0.01%
76
+46
2366
$13.2K ﹤0.01%
1,093
+338
2367
$13.2K ﹤0.01%
+2,132
2368
$13.2K ﹤0.01%
+300
2369
$13.2K ﹤0.01%
2,170
2370
$13.1K ﹤0.01%
800
2371
$13.1K ﹤0.01%
490
+12
2372
$13.1K ﹤0.01%
800
2373
$12.9K ﹤0.01%
575
+106
2374
$12.9K ﹤0.01%
263
2375
$12.8K ﹤0.01%
1,011
-2,660
93 94
95
96 97