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
101
$93.7M 0.1%
397,297
-637
102
$93.2M 0.1%
816,703
+124,738
103
$91.3M 0.09%
578,809
-8,706
104
$90.2M 0.09%
1,457,013
-23,627
105
$88.8M 0.09%
1,148,948
-85,374
106
$88.7M 0.09%
771,648
+36,890
107
$86.5M 0.09%
1,345,967
+422,215
108
$85.1M 0.09%
1,676,477
-108,186
109
$84.9M 0.09%
2,985,787
-668,421
110
$84.9M 0.09%
411,459
-32,856
111
$81.6M 0.08%
970,599
-28,949
112
$80.8M 0.08%
898,621
+251,774
113
$80.1M 0.08%
1,252,620
+72,237
114
$79.1M 0.08%
1,308,854
+156,639
115
$77M 0.08%
1,328,679
-108,308
116
$76.9M 0.08%
373,821
-25,651
117
$76.9M 0.08%
209,741
-4,352
118
$76.5M 0.08%
427,271
-4,715
119
$75.6M 0.08%
1,447,021
+65,614
120
$75.2M 0.08%
802,165
+65,999
121
$75.1M 0.08%
704,761
+144,107
122
$73.6M 0.08%
675,794
+11,467
123
$73.6M 0.08%
622,147
+11,591
124
$73.2M 0.08%
643,819
+860
125
$73.2M 0.08%
513,156
+126,171
3 4
5
6 7