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
301
$19.6M 0.02%
267,829
+96,520
302
$19.4M 0.02%
417,131
-114
303
$19.4M 0.02%
99,496
-1,955
304
$19.2M 0.02%
113,636
-10,688
305
$19.1M 0.02%
199,978
+9,020
306
$19M 0.02%
928,097
+94,421
307
$18.9M 0.02%
392,262
+31,721
308
$18.8M 0.02%
94,879
+6,622
309
$18.7M 0.02%
693,536
+123,260
310
$18.6M 0.02%
404,268
-100,843
311
$18.5M 0.02%
774,620
-476,451
312
$18.1M 0.02%
58,013
+712
313
$18.1M 0.02%
722,875
+38,610
314
$18M 0.02%
447,106
+22,031
315
$18M 0.02%
306,649
+7,249
316
$17.7M 0.02%
549,519
-59,883
317
$17.7M 0.02%
408,227
+19,242
318
$17.7M 0.02%
140,970
+200
319
$17.6M 0.02%
286,042
+77,720
320
$17.5M 0.02%
11,594
+6,587
321
$17.4M 0.02%
91,057
-1,026
322
$16.5M 0.02%
400,512
-27,985
323
$16.4M 0.02%
301,559
+25,313
324
$16.4M 0.02%
391,606
+46,053
325
$16.3M 0.02%
54,206
-4,126
11 12
13
14 15