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
926
$1.3M ﹤0.01%
9,940
+3,003
927
$1.3M ﹤0.01%
3,164
+185
928
$1.3M ﹤0.01%
138,890
-10,473
929
$1.3M ﹤0.01%
15,009
-1,923
930
$1.29M ﹤0.01%
45,599
-2,697
931
$1.29M ﹤0.01%
18,622
-2,389
932
$1.28M ﹤0.01%
9,636
-142
933
$1.28M ﹤0.01%
21,432
-6,865
934
$1.28M ﹤0.01%
16,881
-710
935
$1.26M ﹤0.01%
28,029
-2,974
936
$1.26M ﹤0.01%
3,213
+228
937
$1.25M ﹤0.01%
23,240
+42
938
$1.24M ﹤0.01%
13,972
-249
939
$1.24M ﹤0.01%
46,788
+28,314
940
$1.24M ﹤0.01%
21,534
+1,954
941
$1.24M ﹤0.01%
16,706
-2,950
942
$1.24M ﹤0.01%
19,472
+918
943
$1.23M ﹤0.01%
18,892
-163,114
944
$1.23M ﹤0.01%
14,011
945
$1.22M ﹤0.01%
+16,359
946
$1.22M ﹤0.01%
9,055
+1,348
947
$1.22M ﹤0.01%
16,006
-2,091
948
$1.21M ﹤0.01%
220,337
+76,614
949
$1.21M ﹤0.01%
6,008
-1,100
950
$1.21M ﹤0.01%
31,126
-1,279
36 37
38
39 40