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
776
$2.17M ﹤0.01%
61,651
+196
777
$2.16M ﹤0.01%
72,590
+19,725
778
$2.14M ﹤0.01%
14,774
+176
779
$2.14M ﹤0.01%
59,600
+3,061
780
$2.14M ﹤0.01%
8,225
-305
781
$2.13M ﹤0.01%
7,079
+1,435
782
$2.12M ﹤0.01%
25,013
+5,375
783
$2.1M ﹤0.01%
13,549
+533
784
$2.09M ﹤0.01%
16,318
-8,605
785
$2.09M ﹤0.01%
28,218
+4,156
786
$2.08M ﹤0.01%
36,070
-1,216
787
$2.08M ﹤0.01%
108,018
+51,417
788
$2.06M ﹤0.01%
10,582
+129
789
$2.06M ﹤0.01%
25,092
+6,265
790
$2.06M ﹤0.01%
62,473
-3,071
791
$2.06M ﹤0.01%
52,260
+1,708
792
$2.05M ﹤0.01%
30,613
-6,084
793
$2.04M ﹤0.01%
33,421
-101,618
794
$2.04M ﹤0.01%
54,341
-1,557
795
$2.03M ﹤0.01%
36,031
-289
796
$2.03M ﹤0.01%
30,582
-72,096
797
$2.02M ﹤0.01%
47,961
+248
798
$2.02M ﹤0.01%
19,669
-913
799
$2M ﹤0.01%
7,688
-409
800
$1.96M ﹤0.01%
30,901
-3,276
30 31
32
33 34