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
2226
$20.1K ﹤0.01%
424
+137
2227
$19.9K ﹤0.01%
1,155
-14
2228
$19.9K ﹤0.01%
95
+47
2229
$19.9K ﹤0.01%
2,090
+102
2230
$19.8K ﹤0.01%
1,513
+11
2231
$19.8K ﹤0.01%
95
-7
2232
$19.7K ﹤0.01%
331
-326
2233
$19.7K ﹤0.01%
+400
2234
$19.6K ﹤0.01%
229
+120
2235
$19.6K ﹤0.01%
+805
2236
$19.5K ﹤0.01%
1,010
+10
2237
$19.4K ﹤0.01%
500
2238
$19.3K ﹤0.01%
3,000
2239
$19.3K ﹤0.01%
1,124
-995
2240
$19.3K ﹤0.01%
2,923
-978
2241
$19.3K ﹤0.01%
14
-10
2242
$19.3K ﹤0.01%
646
2243
$19.2K ﹤0.01%
680
-330
2244
$19K ﹤0.01%
732
2245
$18.9K ﹤0.01%
2,357
+1,333
2246
$18.9K ﹤0.01%
870
+18
2247
$18.9K ﹤0.01%
641
-41
2248
$18.8K ﹤0.01%
475
2249
$18.8K ﹤0.01%
+1,000
2250
$18.7K ﹤0.01%
+828
88 89
90
91 92