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
326
$16.3M 0.02%
327,007
+180,463
327
$16.2M 0.02%
180,486
+4,332
328
$15.9M 0.02%
120,165
-489
329
$15.8M 0.02%
695,884
+20,019
330
$15.8M 0.02%
679,300
-68,501
331
$15.7M 0.02%
221,869
+1,468
332
$15.7M 0.02%
308,530
+18,306
333
$15.7M 0.02%
233,900
+15,740
334
$15.4M 0.02%
191,515
-78,876
335
$15.4M 0.02%
139,823
-2,323
336
$15.2M 0.02%
61,168
+5,576
337
$14.9M 0.02%
113,063
+11,769
338
$14.8M 0.02%
634,580
+145,053
339
$14.7M 0.02%
90,869
+37,620
340
$14.7M 0.02%
638,171
+89,010
341
$14.5M 0.01%
465,285
+228,503
342
$14.5M 0.01%
173,475
-1,608
343
$14.4M 0.01%
143,681
-7,876
344
$14.4M 0.01%
148,982
-2,009
345
$14.3M 0.01%
156,179
+21,999
346
$14.3M 0.01%
157,345
+7,327
347
$14.3M 0.01%
592,024
+12,218
348
$14.3M 0.01%
39,825
+2,914
349
$14.2M 0.01%
526,899
+35,883
350
$14.2M 0.01%
49,931
-753
12 13
14
15 16