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
2426
$11.3K ﹤0.01%
443
+108
2427
$11.3K ﹤0.01%
+449
2428
$11.2K ﹤0.01%
+1,667
2429
$11.1K ﹤0.01%
+1,001
2430
$11K ﹤0.01%
174
2431
$11K ﹤0.01%
1,582
+849
2432
$10.9K ﹤0.01%
320
2433
$10.9K ﹤0.01%
+508
2434
$10.9K ﹤0.01%
+441
2435
$10.9K ﹤0.01%
554
-6,654
2436
$10.8K ﹤0.01%
4,000
2437
$10.8K ﹤0.01%
+1,065
2438
$10.8K ﹤0.01%
239
2439
$10.8K ﹤0.01%
1,180
+325
2440
$10.8K ﹤0.01%
+229
2441
$10.7K ﹤0.01%
501
2442
$10.7K ﹤0.01%
+179
2443
$10.6K ﹤0.01%
119
-160
2444
$10.5K ﹤0.01%
+1,334
2445
$10.5K ﹤0.01%
316
+64
2446
$10.4K ﹤0.01%
1,090
2447
$10.4K ﹤0.01%
156
-168
2448
$10.4K ﹤0.01%
331
+80
2449
$10.3K ﹤0.01%
135
-17
2450
$10.3K ﹤0.01%
788
96 97
98
99 100