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
376
$12.4M 0.01%
67,858
+5,880
377
$12.4M 0.01%
279,705
-44,155
378
$12.3M 0.01%
57,652
+306
379
$12.2M 0.01%
169,817
-7,347
380
$12.1M 0.01%
19
+1
381
$12M 0.01%
44,440
+2,347
382
$12M 0.01%
155,517
+1,475
383
$12M 0.01%
681,708
-18,446
384
$12M 0.01%
140,962
+4,027
385
$11.9M 0.01%
80,050
+1,115
386
$11.9M 0.01%
164,257
+1,622
387
$11.8M 0.01%
559,646
+90,105
388
$11.8M 0.01%
511,214
+375,911
389
$11.8M 0.01%
203,386
-5,585
390
$11.7M 0.01%
138,510
+113,175
391
$11.7M 0.01%
172,288
+1,310
392
$11.6M 0.01%
135,792
-14,829
393
$11.6M 0.01%
42,052
+40,460
394
$11.6M 0.01%
56,462
-6,551
395
$11.6M 0.01%
274,721
+104,383
396
$11.6M 0.01%
147,834
-25,642
397
$11.5M 0.01%
15,077
-1,187
398
$11.3M 0.01%
71,279
-6,197
399
$11.3M 0.01%
156,248
-497
400
$11.2M 0.01%
80,025
+4,224
14 15
16
17 18