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
2401
$11.8K ﹤0.01%
973
2402
$11.8K ﹤0.01%
345
+6
2403
$11.8K ﹤0.01%
209
2404
$11.7K ﹤0.01%
146
+33
2405
$11.7K ﹤0.01%
+1,334
2406
$11.7K ﹤0.01%
1,533
-1,000
2407
$11.7K ﹤0.01%
123
+101
2408
$11.6K ﹤0.01%
1,132
-2,400
2409
$11.6K ﹤0.01%
5,867
2410
$11.6K ﹤0.01%
225
+6
2411
$11.6K ﹤0.01%
5,334
-34,761
2412
$11.6K ﹤0.01%
116
-90
2413
$11.6K ﹤0.01%
550
+523
2414
$11.6K ﹤0.01%
387
2415
$11.5K ﹤0.01%
601
+101
2416
$11.5K ﹤0.01%
350
2417
$11.5K ﹤0.01%
1,880
2418
$11.5K ﹤0.01%
408
-102
2419
$11.5K ﹤0.01%
1,091
2420
$11.4K ﹤0.01%
845
+365
2421
$11.4K ﹤0.01%
260
2422
$11.4K ﹤0.01%
188
-350
2423
$11.3K ﹤0.01%
148
+5
2424
$11.3K ﹤0.01%
428
-99
2425
$11.3K ﹤0.01%
126
+41
95 96
97
98 99