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
2626
$8.93K ﹤0.01%
405
+355
2627
$8.9K ﹤0.01%
+1,000
2628
$8.86K ﹤0.01%
+500
2629
$8.82K ﹤0.01%
159
2630
$8.72K ﹤0.01%
2,014
2631
$8.71K ﹤0.01%
231
2632
$8.67K ﹤0.01%
746
-1,383
2633
$8.63K ﹤0.01%
852
-99
2634
$8.61K ﹤0.01%
+100
2635
$8.61K ﹤0.01%
50
-488
2636
$8.6K ﹤0.01%
340
2637
$8.55K ﹤0.01%
3,000
2638
$8.52K ﹤0.01%
129
+103
2639
$8.49K ﹤0.01%
1,100
2640
$8.4K ﹤0.01%
170
-125
2641
$8.39K ﹤0.01%
830
2642
$8.32K ﹤0.01%
423
+53
2643
$8.32K ﹤0.01%
306
2644
$8.22K ﹤0.01%
153
+127
2645
$8.21K ﹤0.01%
180
2646
$8.19K ﹤0.01%
286
+35
2647
$8.18K ﹤0.01%
578
+33
2648
$8.17K ﹤0.01%
68
+3
2649
$8.06K ﹤0.01%
105
2650
$8.04K ﹤0.01%
+285
104 105
106
107 108