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
951
$1.21M ﹤0.01%
10,785
+943
952
$1.2M ﹤0.01%
7,166
+141
953
$1.19M ﹤0.01%
27,807
-10,997
954
$1.19M ﹤0.01%
21,825
+311
955
$1.18M ﹤0.01%
11,252
+2,494
956
$1.18M ﹤0.01%
55,123
-87,371
957
$1.18M ﹤0.01%
13,643
+1,257
958
$1.18M ﹤0.01%
5,946
+172
959
$1.16M ﹤0.01%
20,897
-838
960
$1.16M ﹤0.01%
8,444
+81
961
$1.16M ﹤0.01%
5,002
-383
962
$1.16M ﹤0.01%
20,365
+285
963
$1.16M ﹤0.01%
5,999
+1,914
964
$1.15M ﹤0.01%
35,495
-656
965
$1.15M ﹤0.01%
15,717
+1,931
966
$1.15M ﹤0.01%
5,962
-636
967
$1.15M ﹤0.01%
45,270
-1,616
968
$1.14M ﹤0.01%
37,794
+5,923
969
$1.14M ﹤0.01%
27,782
-37,097
970
$1.14M ﹤0.01%
10,667
+240
971
$1.13M ﹤0.01%
3,889
+2,078
972
$1.13M ﹤0.01%
21,410
-470
973
$1.13M ﹤0.01%
243,818
-21,087
974
$1.12M ﹤0.01%
4,992
-373
975
$1.12M ﹤0.01%
20,954
+1,461
37 38
39
40 41