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
276
$24.8M 0.03%
892,054
-141,340
277
$24.6M 0.03%
395,982
+19,310
278
$24.5M 0.03%
365,704
+83,526
279
$24.4M 0.03%
644,503
-36,746
280
$24.3M 0.02%
236,979
-11,701
281
$23.9M 0.02%
566,078
-23,074
282
$23.8M 0.02%
194,859
+187,316
283
$23.6M 0.02%
391,358
+56,691
284
$23.6M 0.02%
676,558
+169,214
285
$23.4M 0.02%
193,025
-27,786
286
$23.2M 0.02%
93,694
+8,157
287
$22.9M 0.02%
226,158
+7,719
288
$22.3M 0.02%
281,855
+81,376
289
$22.3M 0.02%
49,015
+273
290
$22M 0.02%
162,898
+40,958
291
$21.8M 0.02%
273,502
+2,474
292
$21.4M 0.02%
428,904
-41,774
293
$21.3M 0.02%
425,922
-37,002
294
$21.2M 0.02%
506,400
-4,576
295
$20.7M 0.02%
228,601
-10,295
296
$20.5M 0.02%
188,961
+6,655
297
$20.1M 0.02%
778,615
+22,056
298
$20.1M 0.02%
720,844
+128,338
299
$20.1M 0.02%
422,043
+149,795
300
$19.8M 0.02%
402,878
+72,529
10 11
12
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