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
2476
$9.18K ﹤0.01%
+656
2477
$9.18K ﹤0.01%
75
2478
$9.13K ﹤0.01%
753
+21
2479
$9.13K ﹤0.01%
625
-400
2480
$9.1K ﹤0.01%
500
2481
$9.06K ﹤0.01%
83
-350
2482
$9.05K ﹤0.01%
560
-300
2483
$8.93K ﹤0.01%
410
2484
$8.92K ﹤0.01%
+300
2485
$8.91K ﹤0.01%
183
+39
2486
$8.88K ﹤0.01%
230
-260
2487
$8.86K ﹤0.01%
+1,052
2488
$8.85K ﹤0.01%
315
+98
2489
$8.83K ﹤0.01%
1,000
2490
$8.81K ﹤0.01%
254
+216
2491
$8.81K ﹤0.01%
196
-185
2492
$8.75K ﹤0.01%
+100
2493
$8.73K ﹤0.01%
333
-145
2494
$8.73K ﹤0.01%
+666
2495
$8.63K ﹤0.01%
1,238
2496
$8.59K ﹤0.01%
624
+3
2497
$8.59K ﹤0.01%
335
-2,587
2498
$8.57K ﹤0.01%
+520
2499
$8.54K ﹤0.01%
+526
2500
$8.51K ﹤0.01%
+2,332
98 99
100
101 102