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
601
$4.19M ﹤0.01%
15,963
-53,989
602
$4.17M ﹤0.01%
7,777
+1,082
603
$4.17M ﹤0.01%
298,514
+41,620
604
$4.15M ﹤0.01%
38,327
+572
605
$4.14M ﹤0.01%
197,307
+45,481
606
$4.1M ﹤0.01%
161,920
+2,651
607
$4.08M ﹤0.01%
78,962
+10,289
608
$4.08M ﹤0.01%
50,881
-714
609
$4.07M ﹤0.01%
79,400
-241
610
$4.06M ﹤0.01%
15,403
-1,827
611
$4.05M ﹤0.01%
131,251
+16,403
612
$4.04M ﹤0.01%
80,478
-2,897
613
$4.01M ﹤0.01%
50,957
-1,823
614
$4M ﹤0.01%
175,491
-39,418
615
$3.98M ﹤0.01%
109,887
-394
616
$3.95M ﹤0.01%
28,492
-2,402
617
$3.91M ﹤0.01%
123,555
+32,558
618
$3.89M ﹤0.01%
40,505
+3,587
619
$3.88M ﹤0.01%
33,014
-1,483
620
$3.87M ﹤0.01%
71,584
+16,715
621
$3.86M ﹤0.01%
101,102
-2,139
622
$3.85M ﹤0.01%
120,926
+5,709
623
$3.84M ﹤0.01%
94,248
-6,194
624
$3.83M ﹤0.01%
51,166
+9,265
625
$3.83M ﹤0.01%
185,351
+3,707
23 24
25
26 27