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
51
$222M 0.23%
856,027
-2
52
$220M 0.23%
2,626,961
-93,881
53
$219M 0.23%
520,958
+2,406
54
$211M 0.22%
7,327,374
+311,188
55
$206M 0.21%
611,584
+7,472
56
$203M 0.21%
3,534,176
+198,271
57
$199M 0.2%
4,284,236
+229,229
58
$193M 0.2%
965,320
-12,368
59
$179M 0.18%
4,260,514
-208,425
60
$178M 0.18%
5,576,624
+505,610
61
$161M 0.17%
7,917,881
-5,309,876
62
$153M 0.16%
548,894
-2,982
63
$149M 0.15%
1,867,194
-33,470
64
$147M 0.15%
4,121,212
+133,735
65
$146M 0.15%
1,452,022
+209,408
66
$142M 0.15%
3,049,613
-1,486,162
67
$141M 0.14%
780,102
-133,074
68
$140M 0.14%
5,424,379
+538,559
69
$139M 0.14%
5,123,694
+364,017
70
$139M 0.14%
1,512,562
+39,834
71
$139M 0.14%
2,389,924
+436,920
72
$139M 0.14%
1,640,739
-46,064
73
$133M 0.14%
1,870,007
-44,852
74
$130M 0.13%
1,447,144
+54,432
75
$127M 0.13%
3,672,148
+314,182
1 2
3
4 5