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
626
$3.82M ﹤0.01%
22,990
+22,563
627
$3.82M ﹤0.01%
40,832
-4,711
628
$3.81M ﹤0.01%
69,596
-60,371
629
$3.8M ﹤0.01%
35,136
-21,921
630
$3.8M ﹤0.01%
107,642
-16,812
631
$3.79M ﹤0.01%
73,486
+12,975
632
$3.77M ﹤0.01%
56,046
+842
633
$3.77M ﹤0.01%
8,595
+63
634
$3.75M ﹤0.01%
20,536
+20,486
635
$3.69M ﹤0.01%
73,753
-1,358
636
$3.64M ﹤0.01%
74,096
-9,246
637
$3.64M ﹤0.01%
47,834
-47
638
$3.62M ﹤0.01%
177,956
+4,845
639
$3.61M ﹤0.01%
40,854
-8,222
640
$3.59M ﹤0.01%
9,464
+781
641
$3.58M ﹤0.01%
127,709
-2,017
642
$3.58M ﹤0.01%
56,726
+1,777
643
$3.57M ﹤0.01%
134,897
-23,116
644
$3.55M ﹤0.01%
85,275
-90,690
645
$3.54M ﹤0.01%
474,053
+791
646
$3.53M ﹤0.01%
39,415
+1,860
647
$3.53M ﹤0.01%
43,100
-7,197
648
$3.5M ﹤0.01%
17,708
+4,019
649
$3.5M ﹤0.01%
43,669
+3,435
650
$3.47M ﹤0.01%
8,295
-322
24 25
26
27 28