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
826
$1.81M ﹤0.01%
33,081
-1,796
827
$1.8M ﹤0.01%
23,634
828
$1.8M ﹤0.01%
28,677
-2,575
829
$1.8M ﹤0.01%
62,860
-10,484
830
$1.8M ﹤0.01%
81,558
-69,562
831
$1.8M ﹤0.01%
19,261
+825
832
$1.79M ﹤0.01%
12,453
+3,190
833
$1.79M ﹤0.01%
20,373
+935
834
$1.78M ﹤0.01%
39,063
-1,654
835
$1.78M ﹤0.01%
26,679
-6,257
836
$1.77M ﹤0.01%
26,586
+1,424
837
$1.77M ﹤0.01%
47,487
-1,589
838
$1.76M ﹤0.01%
70,621
-1,499
839
$1.76M ﹤0.01%
29,194
-398
840
$1.75M ﹤0.01%
35,647
+3,335
841
$1.75M ﹤0.01%
53,663
-1,533
842
$1.75M ﹤0.01%
58,375
+2,363
843
$1.74M ﹤0.01%
11,777
-41
844
$1.74M ﹤0.01%
41,231
+6,095
845
$1.73M ﹤0.01%
36,424
+1,003
846
$1.73M ﹤0.01%
18,386
-489
847
$1.72M ﹤0.01%
19,690
+982
848
$1.72M ﹤0.01%
29,657
+1,898
849
$1.71M ﹤0.01%
21,731
+5,163
850
$1.7M ﹤0.01%
72,310
-3,750
32 33
34
35 36