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
3226
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0
3227
$4 ﹤0.01%
1
3228
$4 ﹤0.01%
3
3229
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3230
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-456
3231
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3232
$3 ﹤0.01%
2
3233
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3234
$2 ﹤0.01%
+1
3235
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3236
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3237
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3238
$2 ﹤0.01%
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3239
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3240
$1 ﹤0.01%
+1
3241
$1 ﹤0.01%
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3242
$1 ﹤0.01%
10
3243
– –
0
3244
$1 ﹤0.01%
+375
3245
$1 ﹤0.01%
+1
3246
– –
-94
3247
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-1,700
3248
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-280
3249
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-329
3250
– –
-149
128 129
130
131 132