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
2451
$10.2K ﹤0.01%
207
2452
$10.2K ﹤0.01%
2,766
2453
$10.1K ﹤0.01%
320
+20
2454
$10.1K ﹤0.01%
520
-1,904
2455
$9.83K ﹤0.01%
647
2456
$9.8K ﹤0.01%
+197
2457
$9.77K ﹤0.01%
+166
2458
$9.76K ﹤0.01%
100
2459
$9.72K ﹤0.01%
550
2460
$9.67K ﹤0.01%
7,858
+1,208
2461
$9.6K ﹤0.01%
600
+406
2462
$9.57K ﹤0.01%
+1,786
2463
$9.57K ﹤0.01%
961
+31
2464
$9.52K ﹤0.01%
35
-16
2465
$9.51K ﹤0.01%
87
-90
2466
$9.47K ﹤0.01%
750
-1,000
2467
$9.46K ﹤0.01%
+463
2468
$9.42K ﹤0.01%
277
-394
2469
$9.38K ﹤0.01%
97
2470
$9.38K ﹤0.01%
+66
2471
$9.38K ﹤0.01%
+500
2472
$9.37K ﹤0.01%
670
2473
$9.36K ﹤0.01%
2,556
+695
2474
$9.29K ﹤0.01%
+55
2475
$9.21K ﹤0.01%
218
97 98
99
100 101