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
126
$72.7M 0.07%
1,252,265
-183,714
127
$71.3M 0.07%
1,852,097
-58,426
128
$70.3M 0.07%
671,148
-17,730
129
$69.8M 0.07%
873,624
+46,662
130
$69.6M 0.07%
762,922
+11,588
131
$69.1M 0.07%
1,160,326
+64,385
132
$68.7M 0.07%
2,204,326
+413,898
133
$68.7M 0.07%
2,788,882
+209,298
134
$67.8M 0.07%
515,084
+36,048
135
$66.5M 0.07%
295,550
+69,371
136
$65.3M 0.07%
1,200,011
-33,903
137
$64.4M 0.07%
1,281,147
+818,197
138
$64.1M 0.07%
670,627
+16,492
139
$64.1M 0.07%
127,048
-8,082
140
$62.9M 0.06%
327,987
-10,107
141
$62.6M 0.06%
107,676
-3,130
142
$62.3M 0.06%
531,715
+1,340
143
$62.2M 0.06%
1,150,231
+83,494
144
$61.8M 0.06%
528,982
-35,240
145
$61.8M 0.06%
1,557,048
+2,195
146
$61.5M 0.06%
351,360
+2,362
147
$61.2M 0.06%
1,753,896
+43,246
148
$61.1M 0.06%
385,979
-41,193
149
$60.8M 0.06%
117,294
-456
150
$59.5M 0.06%
1,312,984
+378,008
4 5
6
7 8