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
2651
$5.26K ﹤0.01%
255
2652
$5.25K ﹤0.01%
71
+44
2653
$5.23K ﹤0.01%
160
+120
2654
$5.22K ﹤0.01%
131
2655
$5.22K ﹤0.01%
509
+4
2656
$5.21K ﹤0.01%
95
2657
$5.18K ﹤0.01%
624
2658
$5.17K ﹤0.01%
174
+6
2659
$5.17K ﹤0.01%
+370
2660
$5.15K ﹤0.01%
+105
2661
$5.14K ﹤0.01%
+740
2662
$5.13K ﹤0.01%
+36
2663
$5.12K ﹤0.01%
140
-386
2664
$5.12K ﹤0.01%
+40
2665
$5.12K ﹤0.01%
49
+43
2666
$5.12K ﹤0.01%
996
2667
$5.11K ﹤0.01%
+94
2668
$5.1K ﹤0.01%
+329
2669
$5.09K ﹤0.01%
289
+3
2670
$5.08K ﹤0.01%
170
+10
2671
$5.04K ﹤0.01%
257
-409
2672
$5.04K ﹤0.01%
75
2673
$4.99K ﹤0.01%
+117
2674
$4.95K ﹤0.01%
51
+16
2675
$4.94K ﹤0.01%
1,000
105 106
107
108 109