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
351
$14.2M 0.01%
55,611
-121
352
$14.1M 0.01%
411,360
-29,041
353
$13.7M 0.01%
315,368
+76,209
354
$13.7M 0.01%
133,233
-10,228
355
$13.6M 0.01%
481,164
+11,240
356
$13.6M 0.01%
112,880
+11,172
357
$13.5M 0.01%
118,699
+107,662
358
$13.5M 0.01%
482,821
+11,442
359
$13.5M 0.01%
204,873
-12,594
360
$13.4M 0.01%
540,152
+63,025
361
$13.2M 0.01%
183,549
+16,482
362
$13.2M 0.01%
140,484
-6,387
363
$13.1M 0.01%
68,650
+7,380
364
$13M 0.01%
249,877
-6,060
365
$13M 0.01%
199,290
+6,055
366
$12.9M 0.01%
563,121
-41,536
367
$12.9M 0.01%
147,564
+354
368
$12.8M 0.01%
132,522
+2,932
369
$12.8M 0.01%
561,869
+17,174
370
$12.8M 0.01%
298,236
+24,110
371
$12.7M 0.01%
109,884
-4,203
372
$12.7M 0.01%
135,461
+4,948
373
$12.7M 0.01%
292,327
+18,289
374
$12.6M 0.01%
188,534
+5,964
375
$12.4M 0.01%
94,692
+3,387
13 14
15
16 17