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
3426
$19 ﹤0.01%
3
-7
3427
$17 ﹤0.01%
+10
3428
$16 ﹤0.01%
+4
3429
$15 ﹤0.01%
+1
3430
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+10
3431
$15 ﹤0.01%
+4
3432
– –
0
3433
$13 ﹤0.01%
2
3434
$13 ﹤0.01%
242
3435
$13 ﹤0.01%
+6
3436
$12 ﹤0.01%
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3437
$12 ﹤0.01%
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3438
$11 ﹤0.01%
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3439
$11 ﹤0.01%
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3440
$10 ﹤0.01%
+6
3441
– –
0
3442
$10 ﹤0.01%
+2
3443
$7 ﹤0.01%
1
3444
$7 ﹤0.01%
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3445
– –
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3446
$5 ﹤0.01%
3
3447
$5 ﹤0.01%
+6
3448
$5 ﹤0.01%
+1
3449
$5 ﹤0.01%
+1
3450
$5 ﹤0.01%
1
136 137
138
139 140