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
526
$5.94M 0.01%
76,463
+3,177
527
$5.84M 0.01%
36,157
-560
528
$5.74M 0.01%
33,440
-56
529
$5.73M 0.01%
126,704
+12,256
530
$5.72M 0.01%
84,426
+4,950
531
$5.7M 0.01%
51,760
-104
532
$5.66M 0.01%
118,243
-8,549
533
$5.65M 0.01%
56,953
+7,168
534
$5.63M 0.01%
254,260
+63,841
535
$5.63M 0.01%
63,671
+46,896
536
$5.62M 0.01%
40,924
+1,900
537
$5.6M 0.01%
42,688
+3,550
538
$5.59M 0.01%
242,988
+62,924
539
$5.57M 0.01%
28,185
+717
540
$5.57M 0.01%
96,081
-2,002
541
$5.56M 0.01%
60,573
+12,223
542
$5.56M 0.01%
91,455
+21,196
543
$5.54M 0.01%
298,585
+8,829
544
$5.51M 0.01%
311,590
+15,065
545
$5.5M 0.01%
222,624
-50,029
546
$5.5M 0.01%
9,892
+287
547
$5.5M 0.01%
+153,514
548
$5.48M 0.01%
66,480
+17,156
549
$5.48M 0.01%
23,810
-511
550
$5.46M 0.01%
33,281
+2,630
20 21
22
23 24