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
3351
$96 ﹤0.01%
48
-181
3352
$93 ﹤0.01%
+4
3353
$90 ﹤0.01%
57
-317
3354
$88 ﹤0.01%
1,000
3355
$87 ﹤0.01%
+4
3356
$86 ﹤0.01%
7
-240
3357
$78 ﹤0.01%
2
-2
3358
$77 ﹤0.01%
2
3359
$76 ﹤0.01%
+3
3360
$75 ﹤0.01%
20
3361
$72 ﹤0.01%
+1
3362
$71 ﹤0.01%
+10
3363
$71 ﹤0.01%
+1
3364
$68 ﹤0.01%
+44
3365
$66 ﹤0.01%
33
3366
$65 ﹤0.01%
25
3367
$65 ﹤0.01%
+5
3368
$64 ﹤0.01%
+50
3369
$64 ﹤0.01%
10
+8
3370
$61 ﹤0.01%
+1
3371
$61 ﹤0.01%
+1
3372
$60 ﹤0.01%
+3
3373
$59 ﹤0.01%
8
+7
3374
$58 ﹤0.01%
12
+10
3375
$58 ﹤0.01%
3
-56
133 134
135
136 137