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
2026
$39K ﹤0.01%
9,299
2027
$38.9K ﹤0.01%
+1,829
2028
$38.8K ﹤0.01%
3,228
+46
2029
$38.6K ﹤0.01%
+2,500
2030
$38.5K ﹤0.01%
3,906
+4
2031
$38.4K ﹤0.01%
7,275
2032
$38.2K ﹤0.01%
850
2033
$38.2K ﹤0.01%
627
2034
$38.2K ﹤0.01%
967
+317
2035
$38.1K ﹤0.01%
500
+459
2036
$37.9K ﹤0.01%
595
+90
2037
$37.8K ﹤0.01%
205
-26
2038
$37.8K ﹤0.01%
796
+3
2039
$37.8K ﹤0.01%
3,546
2040
$37.8K ﹤0.01%
14,940
+1,417
2041
$37.4K ﹤0.01%
912
2042
$37.4K ﹤0.01%
1,396
-377
2043
$37.3K ﹤0.01%
1,072
-428
2044
$37K ﹤0.01%
1,663
-1,700
2045
$36.8K ﹤0.01%
871
+245
2046
$36.7K ﹤0.01%
2,749
2047
$36.4K ﹤0.01%
+815
2048
$36.3K ﹤0.01%
4,418
-984
2049
$36.2K ﹤0.01%
1,494
+20
2050
$36.1K ﹤0.01%
746
+628
80 81
82
83 84