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
2601
$9.8K ﹤0.01%
200
2602
$9.73K ﹤0.01%
516
+103
2603
$9.72K ﹤0.01%
230
+23
2604
$9.67K ﹤0.01%
280
2605
$9.63K ﹤0.01%
+150
2606
$9.56K ﹤0.01%
90
2607
$9.54K ﹤0.01%
277
-126
2608
$9.5K ﹤0.01%
2,000
2609
$9.48K ﹤0.01%
+100
2610
$9.48K ﹤0.01%
+110
2611
$9.47K ﹤0.01%
116
-125
2612
$9.45K ﹤0.01%
419
-66
2613
$9.42K ﹤0.01%
+1,000
2614
$9.39K ﹤0.01%
177
-11
2615
$9.25K ﹤0.01%
141
-499
2616
$9.24K ﹤0.01%
60
-121
2617
$9.23K ﹤0.01%
88
-135
2618
$9.23K ﹤0.01%
110
2619
$9.14K ﹤0.01%
901
2620
$9.13K ﹤0.01%
+762
2621
$9.11K ﹤0.01%
+237
2622
$9.09K ﹤0.01%
350
2623
$9.06K ﹤0.01%
+375
2624
$9.03K ﹤0.01%
105
2625
$8.98K ﹤0.01%
274
103 104
105
106 107