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
551
$5.42M 0.01%
88,578
-2,531
552
$5.4M 0.01%
92,026
+3,371
553
$5.39M 0.01%
31,179
-2,000
554
$5.39M 0.01%
4,377
+436
555
$5.36M 0.01%
43,659
-1,374
556
$5.35M 0.01%
149,511
-2,037
557
$5.17M 0.01%
40,473
+7,798
558
$5.17M 0.01%
15,482
-809
559
$5.15M 0.01%
21,240
-1,195
560
$5.11M 0.01%
86,225
+3,297
561
$5.1M 0.01%
41,186
-3,680
562
$5.06M 0.01%
182,397
-25,403
563
$5.05M 0.01%
78,834
+42,894
564
$5.04M 0.01%
58,405
+16,134
565
$5M 0.01%
92,941
-2,046
566
$5M 0.01%
419,881
+57,525
567
$4.96M 0.01%
188,921
+36,909
568
$4.95M 0.01%
64,560
-2,499
569
$4.89M 0.01%
127,043
-189
570
$4.87M 0.01%
366,832
-73,666
571
$4.86M 0.01%
86,228
-7,009
572
$4.85M 0.01%
69,274
-719
573
$4.8M ﹤0.01%
68,860
-18,345
574
$4.8M ﹤0.01%
9,184
+1,494
575
$4.8M ﹤0.01%
16,483
-387
21 22
23
24 25