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
151
$59M 0.06%
896,172
-200,463
152
$58.4M 0.06%
1,031,567
-279,725
153
$58.2M 0.06%
1,624,614
+1,180,203
154
$58M 0.06%
408,422
-72,924
155
$57.7M 0.06%
441,448
-1,261
156
$57.5M 0.06%
554,355
-8,120
157
$57.5M 0.06%
589,542
+10,626
158
$57.3M 0.06%
450,180
-805
159
$56.6M 0.06%
2,371,798
+153,172
160
$56.5M 0.06%
426,170
+160
161
$56.5M 0.06%
1,139,893
+100,303
162
$56.5M 0.06%
132,770
-1,673
163
$56.2M 0.06%
1,411,891
+36,602
164
$56M 0.06%
481,769
+15,386
165
$55.7M 0.06%
1,034,973
+115,368
166
$55.4M 0.06%
174,376
+5,775
167
$54.4M 0.06%
423,864
+91,989
168
$54.4M 0.06%
709,047
-9,744
169
$54.2M 0.06%
290,086
-10,180
170
$54.1M 0.06%
1,150,735
-63,492
171
$53.7M 0.06%
1,395,583
+41,235
172
$53.7M 0.06%
465,603
+18,921
173
$53.5M 0.05%
64,117
-2,014
174
$53M 0.05%
194,849
-554
175
$52.9M 0.05%
1,641,374
-723,993
5 6
7
8 9