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
3026
$420 ﹤0.01%
10
3027
$418 ﹤0.01%
10
-15
3028
$414 ﹤0.01%
+5
3029
$413 ﹤0.01%
+5
3030
$410 ﹤0.01%
33
3031
$409 ﹤0.01%
11
+5
3032
$400 ﹤0.01%
5
-34
3033
$400 ﹤0.01%
+5
3034
$394 ﹤0.01%
+20
3035
$392 ﹤0.01%
14
-250
3036
$391 ﹤0.01%
+10
3037
$388 ﹤0.01%
+5
3038
$383 ﹤0.01%
129
3039
$383 ﹤0.01%
53
+33
3040
$379 ﹤0.01%
+8
3041
$379 ﹤0.01%
+5
3042
$376 ﹤0.01%
54
3043
$376 ﹤0.01%
+5
3044
$374 ﹤0.01%
+20
3045
$363 ﹤0.01%
5
-32
3046
$361 ﹤0.01%
+5
3047
$361 ﹤0.01%
5
-64
3048
$354 ﹤0.01%
+5
3049
$342 ﹤0.01%
+38
3050
$340 ﹤0.01%
+5
120 121
122
123 124