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
751
$2.34M ﹤0.01%
63,391
-844
752
$2.34M ﹤0.01%
63,424
+6,898
753
$2.33M ﹤0.01%
54,788
+28,740
754
$2.32M ﹤0.01%
+48,839
755
$2.32M ﹤0.01%
20,016
+2,436
756
$2.31M ﹤0.01%
12,058
-120
757
$2.3M ﹤0.01%
68,723
+19,580
758
$2.3M ﹤0.01%
22,471
+265
759
$2.29M ﹤0.01%
39,412
+757
760
$2.28M ﹤0.01%
113,368
+23,030
761
$2.27M ﹤0.01%
20,730
-8,936
762
$2.27M ﹤0.01%
32,202
-570
763
$2.27M ﹤0.01%
107,676
-40,350
764
$2.26M ﹤0.01%
71,011
+2,595
765
$2.25M ﹤0.01%
29,433
-1,142
766
$2.24M ﹤0.01%
88,542
+794
767
$2.22M ﹤0.01%
141,377
-853
768
$2.22M ﹤0.01%
11,728
-8,812
769
$2.21M ﹤0.01%
8,470
+145
770
$2.19M ﹤0.01%
19,031
+5,432
771
$2.18M ﹤0.01%
2,647
-2,356
772
$2.18M ﹤0.01%
100,684
+23,105
773
$2.18M ﹤0.01%
53,462
-8,264
774
$2.17M ﹤0.01%
87,276
+35,054
775
$2.17M ﹤0.01%
37,074
+5,107
29 30
31
32 33