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
476
$7.63M 0.01%
37,856
-1,202
477
$7.63M 0.01%
10,573
+597
478
$7.57M 0.01%
74,602
-633
479
$7.53M 0.01%
183,451
-10,564
480
$7.48M 0.01%
261,321
+11,444
481
$7.45M 0.01%
127,223
+754
482
$7.43M 0.01%
83,771
+909
483
$7.42M 0.01%
27,670
+180
484
$7.41M 0.01%
20,403
-1,230
485
$7.33M 0.01%
63,714
+12,804
486
$7.3M 0.01%
85,052
-915
487
$7.28M 0.01%
28,568
+360
488
$7.28M 0.01%
108,090
+7,039
489
$7.28M 0.01%
15,195
-2,566
490
$7.27M 0.01%
55,805
+1,560
491
$7.22M 0.01%
154,794
+6,781
492
$7.19M 0.01%
186,989
+18,183
493
$7.03M 0.01%
118,664
-107,107
494
$6.96M 0.01%
79,745
+17,240
495
$6.92M 0.01%
76,240
+4,547
496
$6.92M 0.01%
400,111
-42,268
497
$6.91M 0.01%
257,689
-3,098
498
$6.9M 0.01%
121,140
-21,550
499
$6.88M 0.01%
151,742
+7,019
500
$6.86M 0.01%
98,047
+2,943
18 19
20
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