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
1551
$204K ﹤0.01%
6,737
+1,568
1552
$202K ﹤0.01%
3,909
-1,772
1553
$201K ﹤0.01%
1,971
-471
1554
$201K ﹤0.01%
8,871
1555
$200K ﹤0.01%
6,477
-2,308
1556
$200K ﹤0.01%
4,720
-2,579
1557
$199K ﹤0.01%
5,369
+388
1558
$198K ﹤0.01%
6,211
+2,234
1559
$198K ﹤0.01%
15,001
+1
1560
$197K ﹤0.01%
36,531
+4,731
1561
$196K ﹤0.01%
+45,436
1562
$196K ﹤0.01%
1,470
+643
1563
$194K ﹤0.01%
963
+808
1564
$193K ﹤0.01%
3,328
+468
1565
$193K ﹤0.01%
5,635
-220,568
1566
$192K ﹤0.01%
3,010
-2,973
1567
$192K ﹤0.01%
614
-13
1568
$192K ﹤0.01%
19,482
+9,315
1569
$192K ﹤0.01%
+3,360
1570
$191K ﹤0.01%
748
-108
1571
$190K ﹤0.01%
12,436
+698
1572
$189K ﹤0.01%
3,916
+439
1573
$189K ﹤0.01%
2,278
+1,759
1574
$188K ﹤0.01%
2,520
+22
1575
$188K ﹤0.01%
4,825
-132,446
61 62
63
64 65