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
2001
$60.3K ﹤0.01%
1,840
-6,195
2002
$60.2K ﹤0.01%
489
+1
2003
$60.1K ﹤0.01%
717
-260
2004
$59.7K ﹤0.01%
780
-413
2005
$59.4K ﹤0.01%
11,315
+30
2006
$59.3K ﹤0.01%
779
-199
2007
$59.2K ﹤0.01%
5,013
-57
2008
$59.1K ﹤0.01%
491
-768
2009
$59K ﹤0.01%
8,357
+4
2010
$58.9K ﹤0.01%
50,346
2011
$58.5K ﹤0.01%
632
2012
$58.2K ﹤0.01%
891
+385
2013
$58.1K ﹤0.01%
1,642
+225
2014
$58.1K ﹤0.01%
1,249
-387
2015
$57.9K ﹤0.01%
4,980
+64
2016
$57.9K ﹤0.01%
3,500
2017
$57.8K ﹤0.01%
3,611
+402
2018
$57.8K ﹤0.01%
924
+100
2019
$57.6K ﹤0.01%
790
2020
$57.4K ﹤0.01%
551
2021
$57.4K ﹤0.01%
+2,500
2022
$57.1K ﹤0.01%
2,701
+1
2023
$57K ﹤0.01%
1,576
-2,162
2024
$57K ﹤0.01%
968
+276
2025
$56.9K ﹤0.01%
1,746
+6
79 80
81
82 83