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
676
$3.16M ﹤0.01%
3,285
-470
677
$3.11M ﹤0.01%
40,933
+1,555
678
$3.09M ﹤0.01%
35,677
+5,917
679
$3.09M ﹤0.01%
129,703
+28,133
680
$3.08M ﹤0.01%
60,904
-12,442
681
$3.07M ﹤0.01%
60,988
-17,671
682
$3.07M ﹤0.01%
81,421
+1,944
683
$3.06M ﹤0.01%
7,838
-595
684
$3.05M ﹤0.01%
38,341
+2,703
685
$3.03M ﹤0.01%
120,562
-131
686
$3.02M ﹤0.01%
59,970
+1,116
687
$2.99M ﹤0.01%
73,137
-1,649
688
$2.98M ﹤0.01%
15,318
+346
689
$2.96M ﹤0.01%
815
-96
690
$2.95M ﹤0.01%
16,847
+1,398
691
$2.9M ﹤0.01%
8,175
-397
692
$2.9M ﹤0.01%
23,792
+1,271
693
$2.89M ﹤0.01%
25,502
+5,981
694
$2.88M ﹤0.01%
14,473
+407
695
$2.88M ﹤0.01%
38,811
-762
696
$2.87M ﹤0.01%
28,148
+3,238
697
$2.87M ﹤0.01%
205,301
-33,579
698
$2.85M ﹤0.01%
21,347
-82
699
$2.85M ﹤0.01%
67,676
-27,655
700
$2.83M ﹤0.01%
44,049
-197
26 27
28
29 30