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
1501
$235K ﹤0.01%
480
-29
1502
$232K ﹤0.01%
3,378
-161
1503
$232K ﹤0.01%
6,573
+370
1504
$229K ﹤0.01%
2,365
+31
1505
$228K ﹤0.01%
1,890
1506
$227K ﹤0.01%
2,899
+1
1507
$225K ﹤0.01%
1,389
+51
1508
$224K ﹤0.01%
4,423
-3,836
1509
$224K ﹤0.01%
11,168
-498
1510
$224K ﹤0.01%
1,600
+1
1511
$223K ﹤0.01%
7,316
-4,164
1512
$223K ﹤0.01%
9,272
-617
1513
$223K ﹤0.01%
5,581
+237
1514
$221K ﹤0.01%
9,955
+6,724
1515
$221K ﹤0.01%
2,655
+273
1516
$221K ﹤0.01%
13,041
+274
1517
$220K ﹤0.01%
16,135
+4,001
1518
$220K ﹤0.01%
7,159
-205
1519
$219K ﹤0.01%
84,456
+14,981
1520
$218K ﹤0.01%
3,661
+182
1521
$218K ﹤0.01%
5,041
+1,342
1522
$218K ﹤0.01%
23,077
+3,944
1523
$218K ﹤0.01%
15,859
+2,985
1524
$218K ﹤0.01%
14,417
-10,307
1525
$217K ﹤0.01%
4,163
-335
59 60
61
62 63