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
701
$2.82M ﹤0.01%
18,986
-1,330
702
$2.82M ﹤0.01%
6,205
+905
703
$2.82M ﹤0.01%
254,620
-13,568
704
$2.82M ﹤0.01%
19,446
+456
705
$2.79M ﹤0.01%
12,945
+143
706
$2.78M ﹤0.01%
35,569
+951
707
$2.78M ﹤0.01%
53,805
+12,546
708
$2.77M ﹤0.01%
11,183
-106
709
$2.76M ﹤0.01%
46,973
+4,355
710
$2.75M ﹤0.01%
49,546
+1,090
711
$2.75M ﹤0.01%
112,038
+7,888
712
$2.71M ﹤0.01%
30,436
+2,023
713
$2.69M ﹤0.01%
23,931
+3,726
714
$2.69M ﹤0.01%
110,752
-23,758
715
$2.68M ﹤0.01%
16,263
+55
716
$2.67M ﹤0.01%
38,367
+28,346
717
$2.67M ﹤0.01%
64,803
+29
718
$2.67M ﹤0.01%
130,263
+12,807
719
$2.65M ﹤0.01%
46,168
+427
720
$2.65M ﹤0.01%
548,052
+36,277
721
$2.63M ﹤0.01%
15,938
-1,147
722
$2.62M ﹤0.01%
53,986
-469
723
$2.62M ﹤0.01%
25,973
-1,846
724
$2.62M ﹤0.01%
25,108
+5,556
725
$2.6M ﹤0.01%
9,527
+1,018
27 28
29
30 31