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
2026
$56.8K ﹤0.01%
1,795
-1,772
2027
$56.5K ﹤0.01%
5,403
+488
2028
$56.3K ﹤0.01%
2,997
+63
2029
$55.9K ﹤0.01%
1,159
+316
2030
$55.8K ﹤0.01%
5,751
-4,000
2031
$54.7K ﹤0.01%
3,573
2032
$54.6K ﹤0.01%
1,044
-91
2033
$54.6K ﹤0.01%
4,052
2034
$54.6K ﹤0.01%
+1,200
2035
$54.4K ﹤0.01%
2,295
-1,826
2036
$54.1K ﹤0.01%
2,336
2037
$54.1K ﹤0.01%
3,507
+75
2038
$53.8K ﹤0.01%
621
-58
2039
$53.8K ﹤0.01%
34,460
-1,698
2040
$53.7K ﹤0.01%
867
+3
2041
$53.4K ﹤0.01%
219
+30
2042
$53.4K ﹤0.01%
534
+241
2043
$53.3K ﹤0.01%
1,639
-61
2044
$53.1K ﹤0.01%
870
2045
$53.1K ﹤0.01%
1,560
-8
2046
$53K ﹤0.01%
1,576
-524
2047
$53K ﹤0.01%
771
-13
2048
$52.9K ﹤0.01%
1,705
2049
$52.9K ﹤0.01%
1,510
-412
2050
$52.8K ﹤0.01%
582
80 81
82
83 84