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
451
$8.52M 0.01%
326,872
+13,996
452
$8.51M 0.01%
126,966
+12,591
453
$8.5M 0.01%
164,962
-15,904
454
$8.39M 0.01%
564,128
+18,928
455
$8.28M 0.01%
185,271
-3,591
456
$8.22M 0.01%
26,406
+4,694
457
$8.21M 0.01%
161,725
+161,453
458
$8.2M 0.01%
649,029
+21,821
459
$8.19M 0.01%
659,257
+40,287
460
$8.16M 0.01%
161,751
+21,244
461
$8.13M 0.01%
158,343
+18,221
462
$8.11M 0.01%
342,093
+34,939
463
$8.1M 0.01%
452,244
+49,047
464
$8.02M 0.01%
324,606
+189,894
465
$8M 0.01%
20,047
+210
466
$7.97M 0.01%
38,526
-4,913
467
$7.89M 0.01%
107,744
+20,812
468
$7.86M 0.01%
201,671
-6,038
469
$7.78M 0.01%
156,735
-5,605
470
$7.77M 0.01%
31,808
-255
471
$7.76M 0.01%
122,692
-1,622
472
$7.71M 0.01%
25,307
+6,027
473
$7.69M 0.01%
82,535
-1,712
474
$7.69M 0.01%
209,036
-257,933
475
$7.64M 0.01%
302,987
+224,056
17 18
19
20 21