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
2526
$12.2K ﹤0.01%
625
-1,888
2527
$12.2K ﹤0.01%
+526
2528
$12.2K ﹤0.01%
1,940
+1,404
2529
$12.1K ﹤0.01%
+648
2530
$12K ﹤0.01%
715
-250
2531
$12K ﹤0.01%
18,246
2532
$12K ﹤0.01%
2,780
2533
$12K ﹤0.01%
1,135
2534
$12K ﹤0.01%
280
-70
2535
$12K ﹤0.01%
1,055
-50
2536
$12K ﹤0.01%
1,201
+200
2537
$11.9K ﹤0.01%
+826
2538
$11.9K ﹤0.01%
1,141
-129
2539
$11.9K ﹤0.01%
450
-4,526
2540
$11.9K ﹤0.01%
+735
2541
$11.8K ﹤0.01%
5,915
2542
$11.8K ﹤0.01%
10,000
-2,000
2543
$11.8K ﹤0.01%
204
+35
2544
$11.7K ﹤0.01%
1,417
+422
2545
$11.6K ﹤0.01%
+325
2546
$11.6K ﹤0.01%
978
+23
2547
$11.5K ﹤0.01%
186
2548
$11.5K ﹤0.01%
145
2549
$11.5K ﹤0.01%
158
-81
2550
$11.5K ﹤0.01%
250
-150
100 101
102
103 104