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
176
$52.8M 0.05%
428,724
-58,166
177
$52.6M 0.05%
1,036,407
+122,668
178
$50.8M 0.05%
459,741
-74,005
179
$50.4M 0.05%
1,052,163
-149,709
180
$50.2M 0.05%
1,571,880
-188,780
181
$49.4M 0.05%
698,375
+9,076
182
$49.2M 0.05%
255,116
+56,151
183
$49.1M 0.05%
562,376
+42,063
184
$49.1M 0.05%
770,316
+85,934
185
$48.9M 0.05%
1,317,976
-7,534
186
$48.3M 0.05%
275,412
+3,641
187
$47.4M 0.05%
15,048
-404
188
$47.4M 0.05%
345,088
-17,406
189
$47.3M 0.05%
580,508
+34,690
190
$47.3M 0.05%
758,723
+18,785
191
$47.2M 0.05%
486,230
-105,100
192
$47.2M 0.05%
502,479
+6,834
193
$47.1M 0.05%
206,996
-3,166
194
$46.7M 0.05%
187,136
-4,252
195
$46.7M 0.05%
1,850,504
-62,495
196
$46.7M 0.05%
762,533
+15,085
197
$46.6M 0.05%
189,682
-3,130
198
$45.7M 0.05%
425,784
+3,817
199
$45.7M 0.05%
222,741
-27,745
200
$45.5M 0.05%
174,591
+5,705
6 7
8
9 10