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
151
$45.9M 0.06%
221,277
+20,293
152
$45.6M 0.06%
2,288,426
-57,664
153
$45.6M 0.06%
244,913
+889
154
$45.1M 0.06%
507,605
-17,068
155
$44.8M 0.06%
234,414
+7,016
156
$44M 0.06%
218,733
-2,147
157
$43.9M 0.06%
1,074,787
-54,136
158
$43.6M 0.06%
1,235,096
+115,654
159
$43.5M 0.06%
64,966
-550
160
$43.5M 0.06%
126,047
-510
161
$42.4M 0.06%
279,444
-27,056
162
$42.1M 0.06%
198,408
+7,916
163
$42.1M 0.06%
1,337,230
-231,705
164
$41.6M 0.06%
1,403,770
-81,832
165
$41.4M 0.06%
413,446
+410,890
166
$41.3M 0.06%
559,036
-59,703
167
$41.3M 0.06%
99,916
-3,403
168
$41.2M 0.06%
824,362
-45,852
169
$40M 0.06%
976,694
+12,924
170
$39.7M 0.06%
2,035,731
-2,348,024
171
$39.4M 0.06%
345,239
-51,694
172
$38.9M 0.05%
353,934
-44,746
173
$38.9M 0.05%
391,948
-9,448
174
$38.5M 0.05%
720,429
-297,170
175
$38.1M 0.05%
718,030
-8,700
5 6
7
8 9