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
576
$4.77M ﹤0.01%
58,592
-6,358
577
$4.75M ﹤0.01%
57,106
+44,549
578
$4.71M ﹤0.01%
69,915
+8,857
579
$4.69M ﹤0.01%
162,940
-19,900
580
$4.67M ﹤0.01%
254,573
+77,527
581
$4.66M ﹤0.01%
49,110
-46
582
$4.62M ﹤0.01%
53,688
+753
583
$4.61M ﹤0.01%
54,063
+6,498
584
$4.6M ﹤0.01%
105,101
+104,254
585
$4.59M ﹤0.01%
46,116
-5,030
586
$4.54M ﹤0.01%
174,823
+5,718
587
$4.54M ﹤0.01%
79,648
-17,128
588
$4.53M ﹤0.01%
59,970
-15,313
589
$4.51M ﹤0.01%
58,612
-7,307
590
$4.49M ﹤0.01%
85,865
+8,450
591
$4.45M ﹤0.01%
81,591
-3,104
592
$4.44M ﹤0.01%
61,223
-9,160
593
$4.32M ﹤0.01%
148,050
-3,610
594
$4.31M ﹤0.01%
48,068
+11,314
595
$4.31M ﹤0.01%
90,057
+5,675
596
$4.28M ﹤0.01%
125,890
+122,362
597
$4.26M ﹤0.01%
99,279
+16,805
598
$4.22M ﹤0.01%
181,052
-1,467,826
599
$4.22M ﹤0.01%
41,949
-463
600
$4.22M ﹤0.01%
44,285
+411
22 23
24
25 26