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
201
$45.5M 0.05%
664,033
-23,360
202
$45.5M 0.05%
442,286
-171,285
203
$45.4M 0.05%
65,027
-18,156
204
$45.2M 0.05%
494,928
-11,415
205
$45M 0.05%
982,274
+54,856
206
$44.8M 0.05%
839,912
-105,415
207
$44.5M 0.05%
45,796
-6,246
208
$44.4M 0.05%
278,108
+41,863
209
$44.4M 0.05%
1,315,639
+56,154
210
$44.2M 0.05%
3,186,930
-1,523,233
211
$43.2M 0.04%
105,272
-5,953
212
$43M 0.04%
547,053
+19,942
213
$42.8M 0.04%
729,996
-25,034
214
$42.5M 0.04%
241,930
-61,281
215
$42.5M 0.04%
156,890
-13,166
216
$42.2M 0.04%
701,798
+6,509
217
$42M 0.04%
370,134
+90,042
218
$41.7M 0.04%
615,119
+23,297
219
$41.7M 0.04%
442,304
-10,887
220
$41.4M 0.04%
953,878
-28,584
221
$41.1M 0.04%
235,924
-8,603
222
$41.1M 0.04%
118,270
-2,798
223
$41M 0.04%
225,228
+27,453
224
$41M 0.04%
705,100
-8,350
225
$40.9M 0.04%
199,894
-5,361
7 8
9
10 11