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
2476
$14.6K ﹤0.01%
+682
2477
$14.5K ﹤0.01%
609
+62
2478
$14.5K ﹤0.01%
500
2479
$14.4K ﹤0.01%
262
-1,115
2480
$14.4K ﹤0.01%
757
-336
2481
$14.3K ﹤0.01%
308
2482
$14.3K ﹤0.01%
10,000
2483
$14K ﹤0.01%
149
+25
2484
$13.9K ﹤0.01%
1,216
+4
2485
$13.9K ﹤0.01%
400
2486
$13.8K ﹤0.01%
732
+322
2487
$13.8K ﹤0.01%
299
-59
2488
$13.7K ﹤0.01%
218
2489
$13.7K ﹤0.01%
232
2490
$13.7K ﹤0.01%
4,515
+4,461
2491
$13.7K ﹤0.01%
722
-2,228
2492
$13.7K ﹤0.01%
75
2493
$13.7K ﹤0.01%
272
+58
2494
$13.7K ﹤0.01%
187
+32
2495
$13.7K ﹤0.01%
146
+122
2496
$13.6K ﹤0.01%
143
2497
$13.5K ﹤0.01%
139
-199
2498
$13.5K ﹤0.01%
1,000
+697
2499
$13.4K ﹤0.01%
34
-3
2500
$13.4K ﹤0.01%
3,106
98 99
100
101 102