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
1976
$44.2K ﹤0.01%
1,676
-1,625
1977
$44K ﹤0.01%
2,376
-29
1978
$43.9K ﹤0.01%
2,232
-1,462
1979
$43.8K ﹤0.01%
3,616
-2,827
1980
$43.6K ﹤0.01%
1,686
+696
1981
$43.5K ﹤0.01%
744
-256
1982
$43.3K ﹤0.01%
700
-95
1983
$43.3K ﹤0.01%
+1,000
1984
$43.2K ﹤0.01%
400
-32
1985
$43.2K ﹤0.01%
765
+153
1986
$43.1K ﹤0.01%
+235
1987
$43.1K ﹤0.01%
474
-797
1988
$43K ﹤0.01%
425
-145
1989
$42.6K ﹤0.01%
3,450
1990
$42.5K ﹤0.01%
662
+203
1991
$42.5K ﹤0.01%
372
1992
$42.4K ﹤0.01%
3,802
-5,000
1993
$42.3K ﹤0.01%
800
1994
$42.3K ﹤0.01%
9,834
-6,481
1995
$42.1K ﹤0.01%
692
1996
$41.8K ﹤0.01%
257
-9
1997
$41.7K ﹤0.01%
429
+28
1998
$41.7K ﹤0.01%
800
-587
1999
$41.6K ﹤0.01%
4,193
+2,496
2000
$41.4K ﹤0.01%
508
-13
78 79
80
81 82