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
426
$9.94M 0.01%
380,847
+4,003
427
$9.87M 0.01%
37,236
-2,974
428
$9.87M 0.01%
332,526
+101,722
429
$9.64M 0.01%
58,529
+3,742
430
$9.59M 0.01%
87,822
-3,309
431
$9.58M 0.01%
45,984
+2,057
432
$9.49M 0.01%
217,473
-11,135
433
$9.46M 0.01%
64,028
+1,261
434
$9.41M 0.01%
52,141
+35,669
435
$9.38M 0.01%
461,055
-5,373
436
$9.35M 0.01%
235,098
+6,841
437
$9.31M 0.01%
205,479
+43,690
438
$9.29M 0.01%
32,065
-3,858
439
$9.24M 0.01%
135,309
+8,024
440
$9.05M 0.01%
151,713
-31,877
441
$9.01M 0.01%
85,592
-1,967
442
$8.93M 0.01%
41,917
-4,708
443
$8.9M 0.01%
37,332
-1,350
444
$8.78M 0.01%
194,053
+174,328
445
$8.77M 0.01%
127,484
-27,262
446
$8.71M 0.01%
383,426
+172,489
447
$8.67M 0.01%
115,215
+8,310
448
$8.65M 0.01%
51,270
+3,426
449
$8.65M 0.01%
29,351
-1,208
450
$8.57M 0.01%
72,657
+20,837
16 17
18
19 20