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
401
$11M 0.01%
122,609
+31,025
402
$11M 0.01%
240,298
-4,268
403
$11M 0.01%
216,938
+3,546
404
$10.9M 0.01%
55,399
+2,708
405
$10.9M 0.01%
107,540
+4,455
406
$10.8M 0.01%
109,019
+35,346
407
$10.8M 0.01%
320,278
+32,761
408
$10.7M 0.01%
328,030
-123,045
409
$10.7M 0.01%
37,885
-1,783
410
$10.7M 0.01%
71,662
+867
411
$10.5M 0.01%
39,785
-3,747
412
$10.5M 0.01%
16,113
-1,099
413
$10.4M 0.01%
148,385
+148,108
414
$10.3M 0.01%
190,734
-6,083
415
$10.3M 0.01%
23,513
+1,238
416
$10.2M 0.01%
359,404
+202,788
417
$10.2M 0.01%
22,038
-316
418
$10.2M 0.01%
162,261
+23,853
419
$10.1M 0.01%
509,868
+35,915
420
$10M 0.01%
40,154
+2,299
421
$9.98M 0.01%
77,243
+3,139
422
$9.97M 0.01%
138,074
+14,523
423
$9.97M 0.01%
204,374
+38,494
424
$9.96M 0.01%
56,217
+3,395
425
$9.96M 0.01%
176,586
+8,880
15 16
17
18 19