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
2551
$11.5K ﹤0.01%
525
2552
$11.4K ﹤0.01%
3,650
2553
$11.4K ﹤0.01%
160
-50
2554
$11.4K ﹤0.01%
766
+529
2555
$11.3K ﹤0.01%
402
-64
2556
$11.2K ﹤0.01%
252
-869
2557
$11.2K ﹤0.01%
+348
2558
$11.2K ﹤0.01%
793
+735
2559
$11.2K ﹤0.01%
1,065
2560
$11.2K ﹤0.01%
934
+131
2561
$11.2K ﹤0.01%
2,542
+104
2562
$11.1K ﹤0.01%
128
2563
$11.1K ﹤0.01%
4,448
2564
$11.1K ﹤0.01%
+623
2565
$11K ﹤0.01%
916
-60
2566
$11K ﹤0.01%
1,533
2567
$11K ﹤0.01%
988
+38
2568
$11K ﹤0.01%
510
-108
2569
$11K ﹤0.01%
1,000
2570
$10.9K ﹤0.01%
76
-881
2571
$10.9K ﹤0.01%
255
2572
$10.9K ﹤0.01%
155
+123
2573
$10.9K ﹤0.01%
190
-82
2574
$10.9K ﹤0.01%
485
-142
2575
$10.9K ﹤0.01%
1,091
101 102
103
104 105