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
$97.3B
AUM Growth
+$8.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$259M
3
+$230M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$221M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$216M

Top Sells

1
+$108M
2
+$69.1M
3
+$54.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$42M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$34.2M

Sector Composition

1 Technology 3.05%
2 Financials 1.3%
3 Healthcare 1.15%
4 Consumer Discretionary 1.13%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.3M 0.04%
730,347
+69,156
227
$40.1M 0.04%
234,892
-303
228
$40M 0.04%
303,078
+1,154
229
$39.9M 0.04%
417,801
+74,233
230
$39.6M 0.04%
920,102
+408,914
231
$39.2M 0.04%
645,990
-5,310
232
$39M 0.04%
1,359,787
-3,965
233
$38.4M 0.04%
306,105
-325
234
$37.7M 0.04%
1,677,271
+253,727
235
$37.5M 0.04%
89,859
-4,203
236
$37.4M 0.04%
880,845
-12,458
237
$37.3M 0.04%
552,046
+12,262
238
$37.2M 0.04%
220,114
-2,783
239
$37.2M 0.04%
198,338
+3,097
240
$37.1M 0.04%
701,559
+112,113
241
$36.9M 0.04%
172,777
-6,546
242
$36.3M 0.04%
352,654
+11,415
243
$36M 0.04%
313,523
+614
244
$36M 0.04%
567,813
-11,390
245
$35.7M 0.04%
126,745
-3,418
246
$35.6M 0.04%
157,761
+27,372
247
$35.2M 0.04%
287,317
-12,546
248
$34.3M 0.04%
596,539
-150,982
249
$34.2M 0.04%
654,004
+634,228
250
$34.1M 0.04%
324,232
+90,870
8 9
10
11 12