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
901
$1.39M ﹤0.01%
4,771
+29
902
$1.38M ﹤0.01%
106,289
+10,522
903
$1.38M ﹤0.01%
27,473
+2,403
904
$1.38M ﹤0.01%
7,962
+78
905
$1.38M ﹤0.01%
5,198
+1,887
906
$1.38M ﹤0.01%
25,680
-1,108
907
$1.38M ﹤0.01%
25,780
-3,380
908
$1.38M ﹤0.01%
116,903
+38,580
909
$1.37M ﹤0.01%
25,553
+24,093
910
$1.37M ﹤0.01%
13,580
+6,390
911
$1.37M ﹤0.01%
8,008
+26
912
$1.37M ﹤0.01%
10,745
+9,232
913
$1.36M ﹤0.01%
+27,320
914
$1.36M ﹤0.01%
42,564
+10,528
915
$1.36M ﹤0.01%
14,932
+464
916
$1.35M ﹤0.01%
52,178
-104,343
917
$1.35M ﹤0.01%
52,555
+29,645
918
$1.35M ﹤0.01%
19,343
+1,417
919
$1.34M ﹤0.01%
52,283
+50,945
920
$1.33M ﹤0.01%
25,102
-340
921
$1.33M ﹤0.01%
15,384
+438
922
$1.32M ﹤0.01%
8,963
-108
923
$1.31M ﹤0.01%
13,541
+4,016
924
$1.31M ﹤0.01%
179,395
+62,748
925
$1.31M ﹤0.01%
6,385
-1,760
35 36
37
38 39