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
2501
$13.3K ﹤0.01%
432
-233
2502
$13.3K ﹤0.01%
708
2503
$13.3K ﹤0.01%
625
2504
$13K ﹤0.01%
+12,070
2505
$13K ﹤0.01%
457
+21
2506
$13K ﹤0.01%
+780
2507
$13K ﹤0.01%
67
+7
2508
$12.9K ﹤0.01%
382
-165
2509
$12.9K ﹤0.01%
+1,084
2510
$12.8K ﹤0.01%
86
+30
2511
$12.8K ﹤0.01%
136
+122
2512
$12.8K ﹤0.01%
505
-208
2513
$12.7K ﹤0.01%
+244
2514
$12.7K ﹤0.01%
500
2515
$12.7K ﹤0.01%
862
2516
$12.6K ﹤0.01%
2,939
+173
2517
$12.6K ﹤0.01%
+666
2518
$12.6K ﹤0.01%
120
+63
2519
$12.5K ﹤0.01%
559
+39
2520
$12.5K ﹤0.01%
96
+30
2521
$12.5K ﹤0.01%
895
-245
2522
$12.5K ﹤0.01%
647
+3
2523
$12.4K ﹤0.01%
+65
2524
$12.4K ﹤0.01%
404
+294
2525
$12.2K ﹤0.01%
684
-3,287
99 100
101
102 103