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
3101
$175 ﹤0.01%
+5
3102
$174 ﹤0.01%
13
+6
3103
$174 ﹤0.01%
6
3104
$172 ﹤0.01%
+5
3105
$172 ﹤0.01%
18
-45
3106
$171 ﹤0.01%
19
-52
3107
$170 ﹤0.01%
+10
3108
$169 ﹤0.01%
11
+5
3109
$168 ﹤0.01%
+13
3110
$162 ﹤0.01%
3
-32
3111
$161 ﹤0.01%
+5
3112
$160 ﹤0.01%
100
3113
$160 ﹤0.01%
+5
3114
$159 ﹤0.01%
+5
3115
$159 ﹤0.01%
241
3116
$158 ﹤0.01%
6
+5
3117
$154 ﹤0.01%
+5
3118
$152 ﹤0.01%
+5
3119
$152 ﹤0.01%
+5
3120
$151 ﹤0.01%
5
-87
3121
$150 ﹤0.01%
+50
3122
$150 ﹤0.01%
67
+7
3123
$148 ﹤0.01%
+5
3124
$148 ﹤0.01%
48
-1
3125
$148 ﹤0.01%
+45
123 124
125
126 127