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
76
$126M 0.13%
5,443,720
+1,057,292
77
$126M 0.13%
808,555
-19,851
78
$126M 0.13%
464,994
+22,292
79
$126M 0.13%
171,637
-20,059
80
$124M 0.13%
257,824
-3,249
81
$124M 0.13%
1,125,613
+218,538
82
$122M 0.13%
2,128,936
-181,851
83
$122M 0.13%
801,252
+29,402
84
$116M 0.12%
234,368
-2,062
85
$114M 0.12%
146,923
-3,035
86
$114M 0.12%
286,422
-5,112
87
$112M 0.11%
290,630
-4,973
88
$111M 0.11%
1,925,230
-47,399
89
$110M 0.11%
364,632
-26,572
90
$108M 0.11%
1,868,056
+268,115
91
$107M 0.11%
2,970,102
+2,091,808
92
$107M 0.11%
1,126,847
-253,394
93
$106M 0.11%
504,820
+62,759
94
$106M 0.11%
1,120,780
+343,882
95
$105M 0.11%
2,216,982
-563,175
96
$102M 0.1%
2,013,367
+310,930
97
$101M 0.1%
621,389
-25,406
98
$101M 0.1%
1,791,866
+175,919
99
$101M 0.1%
1,230,435
-172,495
100
$99M 0.1%
4,179,300
+2,773,883
2 3
4
5 6