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
801
$1.96M ﹤0.01%
7,835
-258
802
$1.95M ﹤0.01%
38,435
+50
803
$1.95M ﹤0.01%
21,083
+219
804
$1.95M ﹤0.01%
51,058
+3,666
805
$1.95M ﹤0.01%
33,611
+911
806
$1.92M ﹤0.01%
59,063
-1,179
807
$1.92M ﹤0.01%
64,657
+2,848
808
$1.9M ﹤0.01%
5,481
-2
809
$1.9M ﹤0.01%
22,458
-2,336
810
$1.9M ﹤0.01%
14,403
+12,309
811
$1.89M ﹤0.01%
54,460
+5,942
812
$1.89M ﹤0.01%
31,771
+6,163
813
$1.88M ﹤0.01%
26,221
-3,896
814
$1.87M ﹤0.01%
62,909
+7,623
815
$1.87M ﹤0.01%
8,105
-486
816
$1.85M ﹤0.01%
32,297
-1,619
817
$1.84M ﹤0.01%
10,400
-521
818
$1.84M ﹤0.01%
36,677
-2,984
819
$1.84M ﹤0.01%
30,801
+10,240
820
$1.83M ﹤0.01%
20,491
+19,676
821
$1.83M ﹤0.01%
17,083
-3,113
822
$1.82M ﹤0.01%
36,791
-8,353
823
$1.81M ﹤0.01%
11,813
+985
824
$1.81M ﹤0.01%
65,969
+30,668
825
$1.81M ﹤0.01%
12,558
-151
31 32
33
34 35