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
2376
$12.8K ﹤0.01%
5,915
2377
$12.8K ﹤0.01%
701
+196
2378
$12.8K ﹤0.01%
97
+31
2379
$12.8K ﹤0.01%
+431
2380
$12.7K ﹤0.01%
500
2381
$12.7K ﹤0.01%
522
-332
2382
$12.7K ﹤0.01%
1,128
+1,112
2383
$12.5K ﹤0.01%
122
+18
2384
$12.5K ﹤0.01%
+1,067
2385
$12.5K ﹤0.01%
151
+64
2386
$12.4K ﹤0.01%
172
-1,896
2387
$12.4K ﹤0.01%
1,000
2388
$12.4K ﹤0.01%
1,250
+1,175
2389
$12.4K ﹤0.01%
393
2390
$12.3K ﹤0.01%
196
+5
2391
$12.2K ﹤0.01%
1,000
2392
$12.2K ﹤0.01%
161
-543
2393
$12.1K ﹤0.01%
1,900
+1,469
2394
$12.1K ﹤0.01%
810
-110
2395
$12K ﹤0.01%
710
-12
2396
$12K ﹤0.01%
355
+19
2397
$12K ﹤0.01%
342
2398
$11.9K ﹤0.01%
517
2399
$11.9K ﹤0.01%
138
2400
$11.8K ﹤0.01%
500
94 95
96
97 98