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
251
$33.8M 0.03%
207,100
-8,721
252
$33.6M 0.03%
164,808
-68,592
253
$33.6M 0.03%
865,095
+148,149
254
$33.4M 0.03%
438,845
+11,420
255
$32.7M 0.03%
240,469
+8,799
256
$32.2M 0.03%
439,995
+4,948
257
$31.5M 0.03%
628,264
+183,976
258
$31.2M 0.03%
89,872
-45
259
$30.8M 0.03%
421,908
+11,530
260
$30.7M 0.03%
455,742
-54,399
261
$29.9M 0.03%
619,402
+208,587
262
$29.6M 0.03%
293,832
+155,617
263
$29.5M 0.03%
375,584
+2,800
264
$29.2M 0.03%
271,999
+42,122
265
$28.6M 0.03%
835,056
+2,282
266
$27.9M 0.03%
1,163,464
-117,736
267
$27.8M 0.03%
1,602,620
+66,430
268
$27.2M 0.03%
1,211,688
+712,689
269
$27M 0.03%
175,435
-1,465
270
$26.3M 0.03%
915,889
+3,250
271
$25.9M 0.03%
80,845
-3,810
272
$25.8M 0.03%
703,109
-1,680
273
$25.1M 0.03%
87,687
+63,546
274
$24.9M 0.03%
159,978
+47,685
275
$24.9M 0.03%
981,396
-491,193
9 10
11
12 13