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
2001
$41.4K ﹤0.01%
11,627
-5,000
2002
$41.3K ﹤0.01%
4,141
+734
2003
$41.1K ﹤0.01%
1,054
+149
2004
$41K ﹤0.01%
1,579
2005
$40.8K ﹤0.01%
1,083
2006
$40.8K ﹤0.01%
710
-87
2007
$40.6K ﹤0.01%
4,028
+448
2008
$40.2K ﹤0.01%
957
-30
2009
$40.1K ﹤0.01%
2,448
+973
2010
$40K ﹤0.01%
5,044
2011
$40K ﹤0.01%
2,780
+2,530
2012
$39.9K ﹤0.01%
1,262
+397
2013
$39.9K ﹤0.01%
+1,007
2014
$39.9K ﹤0.01%
10,497
+17
2015
$39.9K ﹤0.01%
2,436
-152
2016
$39.9K ﹤0.01%
1,162
-77
2017
$39.8K ﹤0.01%
1,000
-45
2018
$39.6K ﹤0.01%
+10,200
2019
$39.5K ﹤0.01%
3,611
2020
$39.4K ﹤0.01%
145
-5
2021
$39.2K ﹤0.01%
461
2022
$39.1K ﹤0.01%
678
+305
2023
$39K ﹤0.01%
3,255
+5
2024
$39K ﹤0.01%
3,069
2025
$39K ﹤0.01%
+2,617
79 80
81
82 83