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
2051
$35.8K ﹤0.01%
616
+65
2052
$35.7K ﹤0.01%
495
-39
2053
$35.7K ﹤0.01%
2,977
+934
2054
$35.6K ﹤0.01%
1,513
-397
2055
$35.2K ﹤0.01%
656
2056
$35K ﹤0.01%
4,629
+468
2057
$34.9K ﹤0.01%
800
-576
2058
$34.8K ﹤0.01%
2,273
2059
$34.8K ﹤0.01%
1,500
2060
$34.7K ﹤0.01%
641
-1,369
2061
$34.7K ﹤0.01%
297
2062
$34.6K ﹤0.01%
7,128
2063
$34.6K ﹤0.01%
731
2064
$34.6K ﹤0.01%
285
-57
2065
$34.6K ﹤0.01%
+1,565
2066
$34.5K ﹤0.01%
1,054
-11,182
2067
$34.3K ﹤0.01%
3,922
2068
$34.3K ﹤0.01%
974
2069
$34.2K ﹤0.01%
615
-31
2070
$34K ﹤0.01%
4,061
2071
$33.8K ﹤0.01%
1,000
-625
2072
$33.7K ﹤0.01%
1,693
+5
2073
$33.6K ﹤0.01%
986
+249
2074
$33.5K ﹤0.01%
2,075
-923
2075
$33.5K ﹤0.01%
739
-37
81 82
83
84 85