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
2576
$10.9K ﹤0.01%
1,205
2577
$10.8K ﹤0.01%
588
-669
2578
$10.8K ﹤0.01%
814
+755
2579
$10.7K ﹤0.01%
536
+436
2580
$10.7K ﹤0.01%
858
+26
2581
$10.7K ﹤0.01%
5,867
2582
$10.7K ﹤0.01%
217
-32
2583
$10.6K ﹤0.01%
404
-189
2584
$10.5K ﹤0.01%
1,551
+587
2585
$10.5K ﹤0.01%
813
+18
2586
$10.4K ﹤0.01%
245
+25
2587
$10.3K ﹤0.01%
300
2588
$10.3K ﹤0.01%
1,000
2589
$10.3K ﹤0.01%
93
-8
2590
$10.2K ﹤0.01%
335
2591
$10.1K ﹤0.01%
110
-1,387
2592
$10.1K ﹤0.01%
230
-56
2593
$10.1K ﹤0.01%
102
-2,045
2594
$10.1K ﹤0.01%
+2,562
2595
$10K ﹤0.01%
306
+76
2596
$10K ﹤0.01%
517
2597
$10K ﹤0.01%
251
+217
2598
$9.96K ﹤0.01%
+319
2599
$9.92K ﹤0.01%
40
2600
$9.89K ﹤0.01%
140
102 103
104
105 106