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
1626
$117K ﹤0.01%
218
-7
1627
$117K ﹤0.01%
10,115
+3,369
1628
$117K ﹤0.01%
7,660
+262
1629
$117K ﹤0.01%
3,531
+185
1630
$116K ﹤0.01%
5,592
-3,879
1631
$116K ﹤0.01%
1,759
+492
1632
$115K ﹤0.01%
2,039
-455
1633
$115K ﹤0.01%
11,859
+10,975
1634
$115K ﹤0.01%
2,680
+603
1635
$115K ﹤0.01%
958
+4
1636
$114K ﹤0.01%
1,037
+27
1637
$114K ﹤0.01%
840
+602
1638
$113K ﹤0.01%
3,094
+2
1639
$113K ﹤0.01%
2,340
+162
1640
$113K ﹤0.01%
1,551
+7
1641
$113K ﹤0.01%
5,235
+278
1642
$112K ﹤0.01%
1,269
+41
1643
$112K ﹤0.01%
2,866
-1,067
1644
$112K ﹤0.01%
2,364
+19
1645
$112K ﹤0.01%
2,551
-1,818
1646
$111K ﹤0.01%
5,003
+1,307
1647
$111K ﹤0.01%
47,903
+9,333
1648
$111K ﹤0.01%
1,655
1649
$111K ﹤0.01%
1,536
1650
$110K ﹤0.01%
2,723
+121
64 65
66
67 68