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
951
$832K ﹤0.01%
5,678
+1,021
952
$831K ﹤0.01%
1,661
-155
953
$829K ﹤0.01%
35,105
+28,073
954
$829K ﹤0.01%
10,067
-558
955
$829K ﹤0.01%
80,520
-10,589
956
$824K ﹤0.01%
38,879
+384
957
$824K ﹤0.01%
28,065
-338
958
$821K ﹤0.01%
25,407
+1,159
959
$820K ﹤0.01%
36,506
+26,588
960
$816K ﹤0.01%
12,870
-668
961
$813K ﹤0.01%
7,732
+991
962
$813K ﹤0.01%
23,232
+5
963
$810K ﹤0.01%
30,567
+5,969
964
$807K ﹤0.01%
29,956
+29,545
965
$807K ﹤0.01%
49,226
-5,426
966
$807K ﹤0.01%
81,105
-14,158
967
$807K ﹤0.01%
8,205
-737
968
$804K ﹤0.01%
44,610
-7,029
969
$801K ﹤0.01%
32,621
+25,452
970
$799K ﹤0.01%
12,163
-1,289
971
$799K ﹤0.01%
1,864
+203
972
$795K ﹤0.01%
18,763
-3,776
973
$793K ﹤0.01%
20,751
+3,780
974
$791K ﹤0.01%
25,199
+271
975
$790K ﹤0.01%
53,574
-11,473
37 38
39
40 41