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
651
$3.45M ﹤0.01%
63,278
+11,374
652
$3.45M ﹤0.01%
114,016
+31,446
653
$3.44M ﹤0.01%
27,941
+798
654
$3.42M ﹤0.01%
36,981
-8,288
655
$3.39M ﹤0.01%
79,289
+12,283
656
$3.39M ﹤0.01%
27,273
-747
657
$3.38M ﹤0.01%
21,689
-666
658
$3.38M ﹤0.01%
33,491
+871
659
$3.37M ﹤0.01%
10,103
+3,785
660
$3.37M ﹤0.01%
7,791
-202
661
$3.36M ﹤0.01%
46,438
+16,803
662
$3.35M ﹤0.01%
25,400
+2,296
663
$3.33M ﹤0.01%
11,494
+1,457
664
$3.33M ﹤0.01%
68,466
+5,339
665
$3.31M ﹤0.01%
13,111
-2,747
666
$3.31M ﹤0.01%
35,506
+13,896
667
$3.27M ﹤0.01%
84,840
-84,012
668
$3.25M ﹤0.01%
40,066
-4,643
669
$3.23M ﹤0.01%
13,291
-1,736
670
$3.22M ﹤0.01%
102,751
-52,695
671
$3.22M ﹤0.01%
60,175
+38,060
672
$3.19M ﹤0.01%
23,002
+506
673
$3.18M ﹤0.01%
13,683
+460
674
$3.17M ﹤0.01%
43,784
-1,244
675
$3.16M ﹤0.01%
45,974
-5,705
25 26
27
28 29