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
1601
$126K ﹤0.01%
20,620
+16
1602
$126K ﹤0.01%
4,537
-5,109
1603
$126K ﹤0.01%
9,735
1604
$126K ﹤0.01%
5,378
+7
1605
$125K ﹤0.01%
3,425
+10
1606
$125K ﹤0.01%
16,108
+200
1607
$124K ﹤0.01%
2,694
-195
1608
$124K ﹤0.01%
2,554
+732
1609
$124K ﹤0.01%
400
-9
1610
$124K ﹤0.01%
2,535
-728
1611
$123K ﹤0.01%
22,865
-5,550
1612
$123K ﹤0.01%
2,173
+273
1613
$121K ﹤0.01%
1,420
+219
1614
$120K ﹤0.01%
19,365
+1,112
1615
$120K ﹤0.01%
1,069
+259
1616
$120K ﹤0.01%
2,307
-562
1617
$120K ﹤0.01%
2,742
-663
1618
$119K ﹤0.01%
1,276
-17
1619
$119K ﹤0.01%
1,005
-62
1620
$119K ﹤0.01%
947
+72
1621
$118K ﹤0.01%
6,772
1622
$118K ﹤0.01%
14,195
+12,070
1623
$118K ﹤0.01%
6,122
+545
1624
$118K ﹤0.01%
2,247
+1,063
1625
$117K ﹤0.01%
14,163
-2,437
63 64
65
66 67