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
726
$2.58M ﹤0.01%
131,624
-1,704
727
$2.56M ﹤0.01%
16,523
-6,575
728
$2.55M ﹤0.01%
18,137
+939
729
$2.53M ﹤0.01%
39,448
-25,203
730
$2.49M ﹤0.01%
38,146
+4,943
731
$2.47M ﹤0.01%
27,200
+1,758
732
$2.45M ﹤0.01%
54,198
-6,702
733
$2.45M ﹤0.01%
27,719
-8,582
734
$2.44M ﹤0.01%
16,415
+1,131
735
$2.44M ﹤0.01%
51,912
+10,908
736
$2.43M ﹤0.01%
66,907
+18,056
737
$2.42M ﹤0.01%
81,126
-4,533
738
$2.41M ﹤0.01%
37,855
-4,733
739
$2.41M ﹤0.01%
12,896
-1,220
740
$2.41M ﹤0.01%
13,032
-2,848
741
$2.41M ﹤0.01%
9,569
+318
742
$2.4M ﹤0.01%
72,945
-269
743
$2.4M ﹤0.01%
35,665
-847
744
$2.4M ﹤0.01%
59,130
-815
745
$2.4M ﹤0.01%
41,583
+337
746
$2.39M ﹤0.01%
9,457
-3,070
747
$2.39M ﹤0.01%
170,522
+9,773
748
$2.37M ﹤0.01%
59,272
-2,308
749
$2.36M ﹤0.01%
24,671
+849
750
$2.35M ﹤0.01%
25,143
+9,332
28 29
30
31 32