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
501
$6.75M 0.01%
192,522
-201,204
502
$6.68M 0.01%
155,624
+16,605
503
$6.67M 0.01%
208,750
+2,151
504
$6.66M 0.01%
76,340
+20,632
505
$6.58M 0.01%
179,929
+10,877
506
$6.58M 0.01%
128,936
+24,542
507
$6.57M 0.01%
235,287
+27,921
508
$6.54M 0.01%
41,818
-2,461
509
$6.53M 0.01%
25,210
-4,079
510
$6.52M 0.01%
107,968
-4,415
511
$6.36M 0.01%
30,887
+527
512
$6.33M 0.01%
21,083
+534
513
$6.33M 0.01%
82,301
-5,842
514
$6.24M 0.01%
10,922
+719
515
$6.24M 0.01%
11,117
+640
516
$6.21M 0.01%
64,191
+648
517
$6.21M 0.01%
87,022
+63,912
518
$6.18M 0.01%
56,876
-15,354
519
$6.18M 0.01%
141,731
+5,123
520
$6.12M 0.01%
47,334
+2,400
521
$6.05M 0.01%
145,067
+8,840
522
$6.05M 0.01%
187,899
+164,560
523
$6.04M 0.01%
93,335
+1,519
524
$6.03M 0.01%
252,542
+4,596
525
$6.02M 0.01%
36,853
+2,797
19 20
21
22 23