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
3201
$31 ﹤0.01%
+5
3202
$30 ﹤0.01%
13
3203
$30 ﹤0.01%
+24
3204
$29 ﹤0.01%
242
3205
$26 ﹤0.01%
4
-1
3206
$23 ﹤0.01%
+17
3207
$22 ﹤0.01%
10
-1,000
3208
$21 ﹤0.01%
+35
3209
$20 ﹤0.01%
6
3210
$20 ﹤0.01%
+4
3211
– –
0
3212
$18 ﹤0.01%
1
3213
$18 ﹤0.01%
1
3214
$18 ﹤0.01%
13
-36
3215
$16 ﹤0.01%
+1
3216
$14 ﹤0.01%
2
3217
$14 ﹤0.01%
+10
3218
$13 ﹤0.01%
+2
3219
$10 ﹤0.01%
8
-92
3220
$10 ﹤0.01%
+1
3221
– –
0
3222
$8 ﹤0.01%
3
3223
– –
0
3224
$8 ﹤0.01%
+23
3225
$7 ﹤0.01%
1
127 128
129
130 131