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
26
$548M 0.56%
3,363,926
-206,911
27
$546M 0.56%
1,584,715
+22,494
28
$511M 0.53%
2,832,411
-69,402
29
$491M 0.5%
18,255,087
-1,562,226
30
$488M 0.5%
5,159,859
+2,331,586
31
$473M 0.49%
6,268,104
+136,394
32
$466M 0.48%
5,152,160
-601,010
33
$449M 0.46%
9,543,602
+48,185
34
$411M 0.42%
14,544,912
+11,766
35
$374M 0.38%
1,634,395
-47,618
36
$364M 0.37%
2,149,556
+113,726
37
$363M 0.37%
1,261,043
-36,007
38
$334M 0.34%
8,151,360
+240,360
39
$328M 0.34%
588,719
+67,949
40
$323M 0.33%
2,142,666
-28,717
41
$322M 0.33%
15,564,564
+1,428,912
42
$314M 0.32%
1,912,739
+337,249
43
$307M 0.32%
3,437,535
+208,771
44
$282M 0.29%
1,543,448
+20,684
45
$268M 0.28%
8,233,946
+1,510,939
46
$261M 0.27%
1,431,249
+98,880
47
$256M 0.26%
488,770
+18,405
48
$248M 0.26%
5,054,373
+941,919
49
$225M 0.23%
2,034,091
+54,371
50
$225M 0.23%
462,441
-13,549
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